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
$3.49B
AUM Growth
+$39.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,174
New
Increased
Reduced
Closed

Top Buys

1
+$164M
2
+$84.4M
3
+$45.9M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$21M
5
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$20.2M

Top Sells

1
+$252M
2
+$17.3M
3
+$7.12M
4
AAPL icon
Apple
AAPL
+$5.99M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$4.53M

Sector Composition

1 Technology 10.39%
2 Financials 7.31%
3 Healthcare 3.84%
4 Consumer Discretionary 3.29%
5 Communication Services 3.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$704K 0.02%
6,876
-161
577
$703K 0.02%
101,133
+43,576
578
$701K 0.02%
26,784
+2,637
579
$701K 0.02%
25,811
+7,241
580
$698K 0.02%
9,778
-700
581
$698K 0.02%
15,147
-9,097
582
$697K 0.02%
18,940
-5,464
583
$695K 0.02%
+16,133
584
$692K 0.02%
9,205
+84
585
$690K 0.02%
9,209
+1,233
586
$688K 0.02%
5,998
+683
587
$688K 0.02%
15,661
+4,680
588
$687K 0.02%
4,068
+105
589
$686K 0.02%
8,991
-1,225
590
$685K 0.02%
27,505
+5,229
591
$681K 0.02%
25,951
-3,000
592
$678K 0.02%
24,650
-161
593
$677K 0.02%
4,061
+104
594
$669K 0.02%
4,117
-4,606
595
$668K 0.02%
10,978
-63,037
596
$667K 0.02%
71,313
+4,944
597
$666K 0.02%
35,289
+418
598
$664K 0.02%
85,678
+965
599
$660K 0.02%
61,138
+887
600
$656K 0.02%
48,557
+698
22 23
24
25 26