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
$1.68B
AUM Growth
+$225M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
868
New
Increased
Reduced
Closed

Top Buys

1
+$11.9M
2
+$9.19M
3
+$9.06M
4
ROUS icon
Hartford Multifactor US Equity ETF
ROUS
+$8.9M
5
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$7.76M

Top Sells

1
+$7.58M
2
+$7.56M
3
+$7.1M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$6.95M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$6.57M

Sector Composition

1 Technology 11.58%
2 Consumer Discretionary 5.04%
3 Financials 4.57%
4 Communication Services 4.53%
5 Healthcare 3.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$390K 0.02%
5,399
+581
602
$389K 0.02%
6,455
+1,666
603
$389K 0.02%
4,879
+1,234
604
$389K 0.02%
5,246
+1,298
605
$388K 0.02%
6,135
+138
606
$388K 0.02%
3,324
+93
607
$386K 0.02%
4,405
+2
608
$385K 0.02%
12,566
-91
609
$385K 0.02%
4,757
-121
610
$385K 0.02%
47,544
+2,331
611
$385K 0.02%
11,637
+747
612
$384K 0.02%
2,135
+179
613
$384K 0.02%
7,719
+2,761
614
$381K 0.02%
10,277
-328
615
$381K 0.02%
7,785
+37
616
$378K 0.02%
7,781
+526
617
$378K 0.02%
5,900
+598
618
$376K 0.02%
596
+50
619
$374K 0.02%
26,198
620
$374K 0.02%
6,000
621
$372K 0.02%
11,337
+3,081
622
$371K 0.02%
696
-153
623
$370K 0.02%
+663
624
$369K 0.02%
18,399
625
$368K 0.02%
12,527
+4,216
23 24
25
26 27