MA

Mutual Advisors Portfolio holdings

AUM $4.54B
1-Year Est. Return 15.69%
This Quarter Est. Return
1 Year Est. Return
+15.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.02B
AUM Growth
+$280M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
691
New
Increased
Reduced
Closed

Top Buys

1
+$12.9M
2
+$11.2M
3
+$8.96M
4
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$8.63M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$6.13M

Top Sells

1
+$11.3M
2
+$8.51M
3
+$7.66M
4
VTV icon
Vanguard Value ETF
VTV
+$7.15M
5
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$5.82M

Sector Composition

1 Technology 11.41%
2 Healthcare 4.71%
3 Financials 4.51%
4 Consumer Discretionary 4.36%
5 Communication Services 3.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$221K 0.02%
14,959
+784
577
$221K 0.02%
+4,991
578
$220K 0.02%
2,525
-774
579
$218K 0.02%
13,106
-1,113
580
$218K 0.02%
4,679
-11,620
581
$217K 0.02%
+4,115
582
$217K 0.02%
7,099
+2,718
583
$216K 0.02%
23,943
-191
584
$216K 0.02%
21,829
+9,825
585
$216K 0.02%
93,550
-1,026
586
$215K 0.02%
+5,560
587
$214K 0.02%
+4,099
588
$213K 0.02%
+1,525
589
$211K 0.02%
+4,435
590
$210K 0.02%
3,840
-395
591
$210K 0.02%
+637
592
$209K 0.02%
+6,850
593
$209K 0.02%
+5,756
594
$209K 0.02%
19,850
-850
595
$208K 0.02%
8,046
+195
596
$206K 0.02%
+5,162
597
$206K 0.02%
+9,815
598
$205K 0.02%
+4,253
599
$205K 0.02%
11,936
+580
600
$204K 0.02%
+9,956
22 23
24
25 26