MA
Mutual Advisors Portfolio holdings
AUM $3.49B
AUM
$3.49B
AUM Growth
+$39.4M (+1%)
Cap. Flow
+$219M
Cap. Flow % of AUM
6.26%
Top 10 Holdings %Top 10 Hldgs %
30.27%
Holding
1,174
New
107
Increased
488
Reduced
432
Closed
94
Top Buys
| 1 | $164M | |
| 2 | $84.4M | |
| 3 | $45.9M | |
| 4 | $21M | |
| 5 | $20.2M |
Top Sells
| 1 | $252M | |
| 2 | $17.3M | |
| 3 | $7.12M | |
| 4 | $5.99M | |
| 5 | $4.53M |
Sector Composition
| 1 | Technology | 10.4% |
| 2 | Financials | 7.31% |
| 3 | Healthcare | 3.84% |
| 4 | Consumer Discretionary | 3.28% |
| 5 | Communication Services | 3.03% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $655K | 0.02% | 5,173 -159 | -3% | -$20.1K | |||
| $655K | 0.02% | 4,234 -2,886 | -41% | -$447K | |||
| $653K | 0.02% | 780 -8 | -1% | -$6.7K | |||
| $653K | 0.02% | 21,342 +1,621 | +8% | +$49.6K | |||
| $649K | 0.02% | 33,130 -1,814 | -5% | -$35.5K | |||
| $645K | 0.02% | 7,597 +605 | +9% | +$51.4K | |||
| $645K | 0.02% | 17,372 +4,843 | +39% | +$180K | |||
| $639K | 0.02% | 6,355 +3,022 | +91% | +$304K | |||
| $639K | 0.02% | 36,808 -1,006 | -3% | -$17.5K | |||
| $635K | 0.02% | 14,171 | New | +$635K | |||
| $635K | 0.02% | 40,000 | – | – | |||
| $635K | 0.02% | 8,691 | – | – | |||
| $634K | 0.02% | 25,017 | New | +$634K | |||
| $632K | 0.02% | 51,967 +57 | +0.1% | +$694 | |||
| $632K | 0.02% | 15,448 +1,402 | +10% | +$57.3K | |||
| $632K | 0.02% | 1,960 +170 | +10% | +$54.8K | |||
| $631K | 0.02% | 18,034 | New | +$631K | |||
| $630K | 0.02% | 25,813 -3,230 | -11% | -$78.8K | |||
| $628K | 0.02% | 9,528 -147 | -2% | -$9.68K | |||
| $626K | 0.02% | 25,470 | New | +$626K | |||
| $624K | 0.02% | 33,715 +1,752 | +5% | +$32.4K | |||
| $622K | 0.02% | 5,634 +39 | +0.7% | +$4.31K | |||
| $617K | 0.02% | 13,728 -958 | -7% | -$43.1K | |||
| $617K | 0.02% | 2,210 +139 | +7% | +$38.8K | |||
| $617K | 0.02% | 61,483 | New | +$617K |
