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
$1.46B
AUM Growth
+$116M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
841
New
Increased
Reduced
Closed

Top Buys

1
+$9.41M
2
+$8.11M
3
+$7.58M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$6.69M
5
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$6.62M

Top Sells

1
+$11.9M
2
+$7.95M
3
+$7.36M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$7.02M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$6.45M

Sector Composition

1 Technology 11.21%
2 Consumer Discretionary 4.99%
3 Financials 4.89%
4 Communication Services 4.58%
5 Healthcare 3.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$336K 0.02%
10,600
-1,300
602
$332K 0.02%
+4,602
603
$332K 0.02%
10,629
+898
604
$332K 0.02%
15,855
+1,643
605
$332K 0.02%
2,874
-528
606
$331K 0.02%
4,789
-4,760
607
$330K 0.02%
4,818
-297
608
$330K 0.02%
6,052
-1,282
609
$329K 0.02%
3,231
-115
610
$329K 0.02%
31,885
-2,026
611
$327K 0.02%
2,460
612
$325K 0.02%
7,745
+1,310
613
$323K 0.02%
2,050
-4,910
614
$323K 0.02%
12,294
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615
$322K 0.02%
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616
$320K 0.02%
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617
$319K 0.02%
43,328
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618
$318K 0.02%
5,302
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619
$316K 0.02%
25,498
-461
620
$314K 0.02%
1,987
-81
621
$310K 0.02%
2,092
-1,359
622
$310K 0.02%
7,858
+1,044
623
$308K 0.02%
4,276
-4,441
624
$307K 0.02%
3,645
+910
625
$306K 0.02%
7,255
-1,977
23 24
25
26 27