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
$2.23B
AUM Growth
+$293M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
990
New
Increased
Reduced
Closed

Top Buys

1
+$26.7M
2
+$14.6M
3
+$14.2M
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$9.29M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$8.42M

Top Sells

1
+$5.66M
2
+$4.74M
3
+$4.38M
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$4.01M
5
PSQ icon
ProShares Short QQQ
PSQ
+$3.59M

Sector Composition

1 Technology 9.15%
2 Financials 7.05%
3 Healthcare 3.86%
4 Consumer Discretionary 3.56%
5 Energy 2.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$477K 0.02%
10,110
-7,992
602
$477K 0.02%
8,358
+42
603
$475K 0.02%
+19,171
604
$475K 0.02%
6,396
-74
605
$474K 0.02%
7,207
-1,176
606
$474K 0.02%
5,748
-1,834
607
$474K 0.02%
12,175
-1,676
608
$469K 0.02%
22,851
-2,376
609
$468K 0.02%
10,242
610
$467K 0.02%
7,477
+320
611
$465K 0.02%
+10,055
612
$465K 0.02%
15,402
+156
613
$460K 0.02%
1,227
+177
614
$460K 0.02%
6,460
+1,261
615
$460K 0.02%
8,420
+1,768
616
$460K 0.02%
1,327
+139
617
$460K 0.02%
23,058
+10,856
618
$458K 0.02%
2,916
+383
619
$456K 0.02%
18,140
+1,529
620
$454K 0.02%
15,827
-12,153
621
$454K 0.02%
3,699
-10
622
$452K 0.02%
1,904
+189
623
$451K 0.02%
5,527
-2,632
624
$450K 0.02%
7,592
-5
625
$449K 0.02%
+13,516
23 24
25
26 27