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
$1.68B
AUM Growth
+$225M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
868
New
Increased
Reduced
Closed

Top Buys

1
+$11.9M
2
+$9.19M
3
+$9.06M
4
ROUS icon
Hartford Multifactor US Equity ETF
ROUS
+$8.9M
5
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$7.76M

Top Sells

1
+$7.58M
2
+$7.56M
3
+$7.1M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$6.95M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$6.57M

Sector Composition

1 Technology 11.58%
2 Consumer Discretionary 5.04%
3 Financials 4.57%
4 Communication Services 4.53%
5 Healthcare 3.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$434K 0.03%
291
-13
577
$433K 0.03%
14,246
+302
578
$432K 0.03%
9,352
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579
$432K 0.03%
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$430K 0.03%
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581
$429K 0.03%
6,786
+3,506
582
$427K 0.03%
223
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583
$426K 0.03%
6,016
+1,192
584
$425K 0.03%
12,925
-20,527
585
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2,189
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586
$414K 0.02%
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587
$414K 0.02%
13,028
-8,147
588
$411K 0.02%
1,507
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589
$409K 0.02%
2,846
+137
590
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10,350
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$401K 0.02%
5,570
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594
$400K 0.02%
4,080
595
$399K 0.02%
3,951
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596
$398K 0.02%
1,384
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597
$396K 0.02%
3,824
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598
$392K 0.02%
4,572
-444
599
$392K 0.02%
6,857
-2,288
600
$390K 0.02%
7,729
-793
22 23
24
25 26