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
$1.69B
AUM Growth
+$3.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
913
New
Increased
Reduced
Closed

Top Buys

1
+$9.83M
2
+$6.45M
3
+$6.04M
4
TLTD icon
FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund
TLTD
+$4.64M
5
FJUN icon
FT Vest US Equity Buffer ETF June
FJUN
+$4.46M

Top Sells

1
+$10.4M
2
+$10.3M
3
+$7.75M
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$6.92M
5
XLSR icon
State Street US Sector Rotation ETF
XLSR
+$6.38M

Sector Composition

1 Technology 11.92%
2 Consumer Discretionary 5%
3 Financials 4.83%
4 Communication Services 4.57%
5 Healthcare 3.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$418K 0.02%
+1,236
602
$417K 0.02%
6,460
+2,722
603
$417K 0.02%
14,026
+5,464
604
$415K 0.02%
21,662
605
$415K 0.02%
48,251
+18,272
606
$413K 0.02%
5,675
+907
607
$412K 0.02%
39,080
+5,852
608
$411K 0.02%
+5,244
609
$408K 0.02%
2,352
-202
610
$406K 0.02%
9,531
+1,810
611
$406K 0.02%
2,883
+37
612
$405K 0.02%
2,632
+68
613
$405K 0.02%
2,467
-599
614
$404K 0.02%
5,562
-919
615
$403K 0.02%
6,691
+791
616
$402K 0.02%
11,777
+1,969
617
$402K 0.02%
11,200
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618
$401K 0.02%
221
-2
619
$399K 0.02%
37,566
+13,662
620
$399K 0.02%
+19,725
621
$397K 0.02%
1,242
+34
622
$394K 0.02%
11,415
623
$392K 0.02%
10,951
+799
624
$392K 0.02%
3,512
-173
625
$391K 0.02%
5,456
+57
23 24
25
26 27