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
$2.63B
AUM Growth
+$197M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,084
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$6.11M
3
+$5.15M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$4.88M
5
DFUS icon
Dimensional US Equity ETF
DFUS
+$4.56M

Top Sells

1
+$6.72M
2
+$5.33M
3
+$4.8M
4
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$3.67M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$3.12M

Sector Composition

1 Technology 11.14%
2 Financials 6.2%
3 Consumer Discretionary 3.84%
4 Healthcare 3.47%
5 Communication Services 2.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$608K 0.02%
8,493
+280
577
$606K 0.02%
5,254
+59
578
$605K 0.02%
5,740
+1,040
579
$604K 0.02%
8,264
-860
580
$602K 0.02%
9,844
+2,340
581
$602K 0.02%
6,367
+2,127
582
$601K 0.02%
18,896
+3,684
583
$597K 0.02%
4,181
-25
584
$594K 0.02%
14,539
+2,578
585
$592K 0.02%
16,855
-1,030
586
$588K 0.02%
8,417
+549
587
$585K 0.02%
23,474
-17,238
588
$584K 0.02%
5,506
+7
589
$583K 0.02%
812
-52
590
$582K 0.02%
1,326
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591
$581K 0.02%
+5,776
592
$579K 0.02%
7,124
-569
593
$578K 0.02%
4,111
+2,500
594
$577K 0.02%
2,450
+25
595
$576K 0.02%
24,425
-1,300
596
$575K 0.02%
5,672
-186
597
$574K 0.02%
3,890
+111
598
$574K 0.02%
+18,308
599
$571K 0.02%
19,778
+10,324
600
$565K 0.02%
2,262
-31
22 23
24
25 26