MA
Mutual Advisors Portfolio holdings
AUM $3.49B
AUM
$3.49B
AUM Growth
+$39.4M (+1%)
Cap. Flow
+$219M
Cap. Flow % of AUM
6.26%
Top 10 Holdings %Top 10 Hldgs %
30.27%
Holding
1,174
New
107
Increased
488
Reduced
432
Closed
94
Top Buys
| 1 | $164M | |
| 2 | $84.4M | |
| 3 | $45.9M | |
| 4 | $21M | |
| 5 | $20.2M |
Top Sells
| 1 | $252M | |
| 2 | $17.3M | |
| 3 | $7.12M | |
| 4 | $5.99M | |
| 5 | $4.53M |
Sector Composition
| 1 | Technology | 10.4% |
| 2 | Financials | 7.31% |
| 3 | Healthcare | 3.84% |
| 4 | Consumer Discretionary | 3.28% |
| 5 | Communication Services | 3.03% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $615K | 0.02% | 7,063 +522 | +8% | +$45.4K | |||
| $612K | 0.02% | 2,595 +1,719 | +196% | +$405K | |||
| $612K | 0.02% | 3,073 -227 | -7% | -$45.2K | |||
| $611K | 0.02% | 2,979 -959 | -24% | -$197K | |||
| $611K | 0.02% | 49,492 | New | +$611K | |||
| $610K | 0.02% | 5,151 | New | +$610K | |||
| $609K | 0.02% | 6,464 -1,202 | -16% | -$113K | |||
| $609K | 0.02% | 8,590 +1,161 | +16% | +$82.3K | |||
| $608K | 0.02% | 32,907 +856 | +3% | +$15.8K | |||
| $608K | 0.02% | 4,712 | New | +$608K | |||
| $603K | 0.02% | 4,778 | New | +$603K | |||
| $602K | 0.02% | 3,546 -108 | -3% | -$18.3K | |||
| $601K | 0.02% | 3,571 -258 | -7% | -$43.4K | |||
| $600K | 0.02% | 4,557 -41 | -0.9% | -$5.4K | |||
| $600K | 0.02% | 29,739 +2,752 | +10% | +$55.5K | |||
| $599K | 0.02% | 160,631 -54 | -0% | -$201 | |||
| $597K | 0.02% | 7,677 +1,745 | +29% | +$136K | |||
| $595K | 0.02% | 5,929 | New | +$595K | |||
| $595K | 0.02% | 19,079 -435 | -2% | -$13.6K | |||
| $593K | 0.02% | 8,323 -644 | -7% | -$45.9K | |||
| $592K | 0.02% | 5,984 -178 | -3% | -$17.6K | |||
| $591K | 0.02% | 22,532 -2,071 | -8% | -$54.3K | |||
| $590K | 0.02% | 1,286 +81 | +7% | +$37.1K | |||
| $589K | 0.02% | 4,215 -7 | -0.2% | -$978 | |||
| $588K | 0.02% | 5,130 -413 | -7% | -$47.3K |
