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
$2.23B
AUM Growth
+$293M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
990
New
Increased
Reduced
Closed

Top Buys

1
+$26.7M
2
+$14.6M
3
+$14.2M
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$9.29M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$8.42M

Top Sells

1
+$5.66M
2
+$4.74M
3
+$4.38M
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$4.01M
5
PSQ icon
ProShares Short QQQ
PSQ
+$3.59M

Sector Composition

1 Technology 9.15%
2 Financials 7.05%
3 Healthcare 3.86%
4 Consumer Discretionary 3.56%
5 Energy 2.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$519K 0.02%
3,176
+761
577
$519K 0.02%
5,445
-1,255
578
$517K 0.02%
27,307
-2,620
579
$517K 0.02%
2,234
+114
580
$514K 0.02%
607
581
$512K 0.02%
9,639
+4,958
582
$511K 0.02%
5,832
-271
583
$511K 0.02%
17,383
-4,132
584
$510K 0.02%
6,850
+2,015
585
$508K 0.02%
5,865
-823
586
$507K 0.02%
16,567
+556
587
$507K 0.02%
6,541
+2,024
588
$502K 0.02%
11,091
-278
589
$498K 0.02%
4,107
+773
590
$496K 0.02%
54,486
+15,916
591
$492K 0.02%
1,911
+664
592
$490K 0.02%
40,106
+106
593
$489K 0.02%
2,859
+138
594
$488K 0.02%
21,933
-954
595
$488K 0.02%
4,896
-49
596
$487K 0.02%
22,799
-19,390
597
$487K 0.02%
12,856
-1,619
598
$485K 0.02%
6,194
-230
599
$485K 0.02%
28,990
-325
600
$481K 0.02%
11,807
-4,883
22 23
24
25 26