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
$1.78B
AUM Growth
-$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
952
New
Increased
Reduced
Closed

Top Buys

1
+$10M
2
+$5.31M
3
+$3.55M
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$3.23M
5
SPTI icon
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$3.14M

Top Sells

1
+$10.5M
2
+$10.1M
3
+$8.28M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$7.56M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$7.46M

Sector Composition

1 Technology 12.91%
2 Financials 4.95%
3 Consumer Discretionary 4.8%
4 Healthcare 4.03%
5 Communication Services 3.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$454K 0.03%
3,038
+2
602
$452K 0.03%
6,301
+809
603
$450K 0.03%
1,867
+73
604
$447K 0.03%
11,559
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605
$440K 0.02%
9,184
+76
606
$439K 0.02%
9,945
+36
607
$439K 0.02%
6,074
+2,315
608
$435K 0.02%
11,838
+1,678
609
$435K 0.02%
4,121
+1,295
610
$435K 0.02%
4,849
-2,972
611
$435K 0.02%
3,820
-2,660
612
$434K 0.02%
5,889
613
$434K 0.02%
4,353
+695
614
$431K 0.02%
13,231
+1,466
615
$430K 0.02%
6,897
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616
$429K 0.02%
36,346
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617
$429K 0.02%
8,751
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618
$427K 0.02%
28,080
619
$426K 0.02%
3,570
+22
620
$424K 0.02%
+20,233
621
$423K 0.02%
1,955
+33
622
$423K 0.02%
3,293
-611
623
$418K 0.02%
4,959
-155
624
$418K 0.02%
6,700
-1,826
625
$417K 0.02%
2,259
+64
23 24
25
26 27