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
$2.63B
AUM Growth
+$197M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,084
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$6.11M
3
+$5.15M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$4.88M
5
DFUS icon
Dimensional US Equity ETF
DFUS
+$4.56M

Top Sells

1
+$6.72M
2
+$5.33M
3
+$4.8M
4
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$3.67M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$3.12M

Sector Composition

1 Technology 11.14%
2 Financials 6.2%
3 Consumer Discretionary 3.84%
4 Healthcare 3.47%
5 Communication Services 2.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$563K 0.02%
10,445
+973
602
$563K 0.02%
3,044
+4
603
$559K 0.02%
4,281
-1,015
604
$555K 0.02%
17,910
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605
$554K 0.02%
4,944
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606
$552K 0.02%
7,096
607
$551K 0.02%
28,405
+3,011
608
$551K 0.02%
10,779
-1,379
609
$550K 0.02%
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610
$545K 0.02%
5,731
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611
$544K 0.02%
11,880
612
$538K 0.02%
14,814
+5,737
613
$537K 0.02%
27,978
-6,987
614
$536K 0.02%
1,337
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615
$536K 0.02%
8,701
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616
$536K 0.02%
19,534
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617
$536K 0.02%
11,632
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618
$535K 0.02%
8,032
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619
$535K 0.02%
57,739
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620
$534K 0.02%
5,489
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621
$534K 0.02%
34,828
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622
$531K 0.02%
1,158
-983
623
$529K 0.02%
3,073
+120
624
$529K 0.02%
5,850
+187
625
$529K 0.02%
11,046
-3,846
23 24
25
26 27