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
$3.49B
AUM Growth
+$39.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,174
New
Increased
Reduced
Closed

Top Buys

1
+$164M
2
+$84.4M
3
+$45.9M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$21M
5
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$20.2M

Top Sells

1
+$252M
2
+$17.3M
3
+$7.12M
4
AAPL icon
Apple
AAPL
+$5.99M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$4.53M

Sector Composition

1 Technology 10.39%
2 Financials 7.31%
3 Healthcare 3.84%
4 Consumer Discretionary 3.29%
5 Communication Services 3.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$655K 0.02%
5,173
-159
602
$655K 0.02%
4,234
-2,886
603
$653K 0.02%
780
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$653K 0.02%
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$649K 0.02%
33,130
-1,814
606
$645K 0.02%
7,597
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607
$645K 0.02%
17,372
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608
$639K 0.02%
6,355
+3,022
609
$639K 0.02%
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-1,006
610
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611
$635K 0.02%
40,000
612
$635K 0.02%
8,691
613
$634K 0.02%
+25,017
614
$632K 0.02%
51,967
+57
615
$632K 0.02%
15,448
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616
$632K 0.02%
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618
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25,813
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619
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620
$626K 0.02%
+25,470
621
$624K 0.02%
33,715
+1,752
622
$622K 0.02%
5,634
+39
623
$617K 0.02%
13,728
-958
624
$617K 0.02%
2,210
+139
625
$617K 0.02%
+61,483
23 24
25
26 27