MA
Mutual Advisors Portfolio holdings
AUM $3.49B
AUM
$3.49B
AUM Growth
+$39.4M (+1%)
Cap. Flow
+$219M
Cap. Flow % of AUM
6.26%
Top 10 Holdings %Top 10 Hldgs %
30.27%
Holding
1,174
New
107
Increased
488
Reduced
432
Closed
94
Top Buys
| 1 | $164M | |
| 2 | $84.4M | |
| 3 | $45.9M | |
| 4 | $21M | |
| 5 | $20.2M |
Top Sells
| 1 | $252M | |
| 2 | $17.3M | |
| 3 | $7.12M | |
| 4 | $5.99M | |
| 5 | $4.53M |
Sector Composition
| 1 | Technology | 10.4% |
| 2 | Financials | 7.31% |
| 3 | Healthcare | 3.84% |
| 4 | Consumer Discretionary | 3.28% |
| 5 | Communication Services | 3.03% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $704K | 0.02% | 6,876 -161 | -2% | -$16.5K | |||
| $703K | 0.02% | 101,133 +43,576 | +76% | +$303K | |||
| $701K | 0.02% | 26,784 +2,637 | +11% | +$69.1K | |||
| $701K | 0.02% | 25,811 +7,241 | +39% | +$197K | |||
| $698K | 0.02% | 9,778 -700 | -7% | -$50K | |||
| $698K | 0.02% | 15,147 -9,097 | -38% | -$419K | |||
| $697K | 0.02% | 18,940 -5,464 | -22% | -$201K | |||
| $695K | 0.02% | 16,133 | New | +$695K | |||
| $692K | 0.02% | 9,205 +84 | +0.9% | +$6.32K | |||
| $690K | 0.02% | 9,209 +1,233 | +15% | +$92.4K | |||
| $688K | 0.02% | 5,998 +683 | +13% | +$78.4K | |||
| $688K | 0.02% | 15,661 +4,680 | +43% | +$205K | |||
| $687K | 0.02% | 4,068 +105 | +3% | +$17.7K | |||
| $686K | 0.02% | 8,991 -1,225 | -12% | -$93.5K | |||
| $685K | 0.02% | 27,505 +5,229 | +23% | +$130K | |||
| $681K | 0.02% | 25,951 -3,000 | -10% | -$78.8K | |||
| $678K | 0.02% | 10,314 -67 | -0.7% | -$4.4K | |||
| $677K | 0.02% | 4,061 +104 | +3% | +$17.3K | |||
| $669K | 0.02% | 4,117 -4,606 | -53% | -$749K | |||
| $668K | 0.02% | 10,978 -63,037 | -85% | -$3.84M | |||
| $667K | 0.02% | 71,313 +4,944 | +7% | +$46.2K | |||
| $666K | 0.02% | 35,289 +418 | +1% | +$7.89K | |||
| $664K | 0.02% | 85,678 +965 | +1% | +$7.48K | |||
| $660K | 0.02% | 61,138 +887 | +1% | +$9.58K | |||
| $656K | 0.02% | 48,557 +698 | +1% | +$9.44K |
