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
$2.44B
AUM Growth
+$202M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,021
New
Increased
Reduced
Closed

Top Buys

1
+$37M
2
+$10.3M
3
+$8.63M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$7.17M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$5.14M

Top Sells

1
+$23.6M
2
+$13.8M
3
+$4.82M
4
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$4.11M
5
SPTI icon
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$3.97M

Sector Composition

1 Technology 10.29%
2 Financials 6.32%
3 Consumer Discretionary 3.72%
4 Healthcare 3.59%
5 Communication Services 2.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$583K 0.02%
8,643
+75
577
$582K 0.02%
5,478
-57
578
$580K 0.02%
23,768
-9
579
$579K 0.02%
16,748
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580
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6,775
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581
$574K 0.02%
3,779
-1,289
582
$570K 0.02%
8,213
-1,067
583
$568K 0.02%
9,121
+21
584
$562K 0.02%
25,725
585
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20,005
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586
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8,922
-21
587
$551K 0.02%
1,877
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588
$551K 0.02%
5,499
+15
589
$550K 0.02%
3,722
-516
590
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11,880
-3,507
591
$549K 0.02%
68,613
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592
$549K 0.02%
15,212
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593
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3,291
+1,338
594
$545K 0.02%
5,858
-18
595
$542K 0.02%
11,556
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596
$542K 0.02%
5,663
+218
597
$542K 0.02%
5,511
-1,384
598
$541K 0.02%
9,472
+1,114
599
$539K 0.02%
9,870
-1,380
600
$538K 0.02%
20,058
+7,326
22 23
24
25 26