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
$1.68B
AUM Growth
+$225M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
868
New
Increased
Reduced
Closed

Top Buys

1
+$11.9M
2
+$9.19M
3
+$9.06M
4
ROUS icon
Hartford Multifactor US Equity ETF
ROUS
+$8.9M
5
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$7.76M

Top Sells

1
+$7.58M
2
+$7.56M
3
+$7.1M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$6.95M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$6.57M

Sector Composition

1 Technology 11.58%
2 Consumer Discretionary 5.04%
3 Financials 4.57%
4 Communication Services 4.53%
5 Healthcare 3.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$367K 0.02%
+17,072
627
$367K 0.02%
23,061
+11
628
$365K 0.02%
12,476
+182
629
$365K 0.02%
+5,407
630
$361K 0.02%
11,415
+786
631
$359K 0.02%
+10,650
632
$359K 0.02%
8,423
-604
633
$357K 0.02%
2,195
+31
634
$356K 0.02%
1,208
+385
635
$356K 0.02%
9,206
+230
636
$356K 0.02%
33,228
+216
637
$355K 0.02%
8,646
+159
638
$353K 0.02%
1,508
+103
639
$353K 0.02%
2,029
+42
640
$350K 0.02%
+10,152
641
$349K 0.02%
11,378
-5,606
642
$349K 0.02%
+4,604
643
$347K 0.02%
+13,898
644
$347K 0.02%
4,768
+521
645
$345K 0.02%
43,328
646
$344K 0.02%
6,733
-927
647
$343K 0.02%
9,808
+2,344
648
$342K 0.02%
12,327
-54,200
649
$342K 0.02%
5,395
-1,682
650
$340K 0.02%
4,400
-140
24 25
26
27 28