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
$1.02B
AUM Growth
+$280M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
691
New
Increased
Reduced
Closed

Top Buys

1
+$12.9M
2
+$11.2M
3
+$8.96M
4
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$8.63M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$6.13M

Top Sells

1
+$11.3M
2
+$8.51M
3
+$7.66M
4
VTV icon
Vanguard Value ETF
VTV
+$7.15M
5
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$5.82M

Sector Composition

1 Technology 11.41%
2 Healthcare 4.71%
3 Financials 4.51%
4 Consumer Discretionary 4.36%
5 Communication Services 3.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$126K 0.01%
16,322
-4,486
627
$118K 0.01%
20,579
+1,174
628
$117K 0.01%
14,566
+666
629
$113K 0.01%
14,419
-5,243
630
$109K 0.01%
13,833
-1,400
631
$108K 0.01%
39,733
-13,931
632
$99K 0.01%
22,404
+11,257
633
$95K 0.01%
+11,638
634
$93K 0.01%
12,587
+79
635
$91K 0.01%
11,932
+338
636
$82K 0.01%
+13,090
637
$72K 0.01%
+10,456
638
$61K 0.01%
10,367
-1,072
639
$44K ﹤0.01%
+14,015
640
$42K ﹤0.01%
+1,123
641
$38K ﹤0.01%
25,000
+8,200
642
$37K ﹤0.01%
10,286
643
$36K ﹤0.01%
10,300
644
$36K ﹤0.01%
+25,600
645
$29K ﹤0.01%
+10,140
646
$17K ﹤0.01%
+700
647
– –
-7,415
648
– –
-17,125
649
– –
-14,801
650
– –
-43,100
24 25
26
27 28