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
$1.69B
AUM Growth
+$3.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
913
New
Increased
Reduced
Closed

Top Buys

1
+$9.83M
2
+$6.45M
3
+$6.04M
4
TLTD icon
FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund
TLTD
+$4.64M
5
FJUN icon
FT Vest US Equity Buffer ETF June
FJUN
+$4.46M

Top Sells

1
+$10.4M
2
+$10.3M
3
+$7.75M
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$6.92M
5
XLSR icon
State Street US Sector Rotation ETF
XLSR
+$6.38M

Sector Composition

1 Technology 11.92%
2 Consumer Discretionary 5%
3 Financials 4.83%
4 Communication Services 4.57%
5 Healthcare 3.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$391K 0.02%
89,092
+56,611
627
$390K 0.02%
25,198
-1,000
628
$389K 0.02%
5,390
+511
629
$387K 0.02%
10,353
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630
$387K 0.02%
117
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631
$386K 0.02%
638
-25
632
$385K 0.02%
12,566
633
$384K 0.02%
+7,683
634
$384K 0.02%
4,215
-190
635
$383K 0.02%
2,314
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636
$382K 0.02%
12,680
+204
637
$382K 0.02%
11,690
+4,678
638
$380K 0.02%
1,943
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639
$380K 0.02%
2,304
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640
$378K 0.02%
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641
$376K 0.02%
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3,565
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644
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645
$373K 0.02%
2,238
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646
$370K 0.02%
9,283
-261,915
647
$369K 0.02%
41,500
648
$368K 0.02%
11,731
-1,297
649
$368K 0.02%
6,667
-190
650
$367K 0.02%
1,766
+254
24 25
26
27 28