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
$1.02B
AUM Growth
+$280M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
691
New
Increased
Reduced
Closed

Top Buys

1
+$12.9M
2
+$11.2M
3
+$8.96M
4
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$8.63M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$6.13M

Top Sells

1
+$11.3M
2
+$8.51M
3
+$7.66M
4
VTV icon
Vanguard Value ETF
VTV
+$7.15M
5
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$5.82M

Sector Composition

1 Technology 11.41%
2 Healthcare 4.71%
3 Financials 4.51%
4 Consumer Discretionary 4.36%
5 Communication Services 3.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$203K 0.02%
+3,692
602
$203K 0.02%
+3,795
603
$202K 0.02%
+549
604
$202K 0.02%
16,981
+5,916
605
$200K 0.02%
+7,480
606
$197K 0.02%
10,000
-4,050
607
$190K 0.02%
25,410
+241
608
$186K 0.02%
12,849
+150
609
$179K 0.02%
11,518
-93
610
$177K 0.02%
13,876
-1,251
611
$175K 0.02%
11,667
+1,376
612
$169K 0.02%
12,171
+41
613
$168K 0.02%
+16,500
614
$167K 0.02%
+9,016
615
$166K 0.02%
11,356
+15
616
$159K 0.02%
6,043
+1,688
617
$150K 0.01%
13,297
-4,016
618
$149K 0.01%
19,024
-15,993
619
$147K 0.01%
13,504
-87,716
620
$147K 0.01%
12,681
+2,325
621
$147K 0.01%
+12,836
622
$143K 0.01%
71,649
-4,589
623
$138K 0.01%
12,792
+1,160
624
$132K 0.01%
6,563
+62
625
$130K 0.01%
11,026
23 24
25
26 27