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
$1.78B
AUM Growth
-$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
952
New
Increased
Reduced
Closed

Top Buys

1
+$10M
2
+$5.31M
3
+$3.55M
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$3.23M
5
SPTI icon
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$3.14M

Top Sells

1
+$10.5M
2
+$10.1M
3
+$8.28M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$7.56M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$7.46M

Sector Composition

1 Technology 12.91%
2 Financials 4.95%
3 Consumer Discretionary 4.8%
4 Healthcare 4.03%
5 Communication Services 3.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$413K 0.02%
4,412
+568
627
$412K 0.02%
5,564
-19
628
$411K 0.02%
44,857
+5,535
629
$408K 0.02%
6,602
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630
$407K 0.02%
4,345
+198
631
$405K 0.02%
5,244
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632
$405K 0.02%
2,562
+17
633
$403K 0.02%
+13,302
634
$402K 0.02%
4,964
-6,754
635
$401K 0.02%
8,067
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636
$397K 0.02%
8,674
-4,414
637
$396K 0.02%
13,132
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638
$395K 0.02%
5,294
-493
639
$393K 0.02%
5,041
-1,969
640
$392K 0.02%
15,384
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641
$390K 0.02%
1,561
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642
$389K 0.02%
5,978
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643
$388K 0.02%
8,155
-3,277
644
$388K 0.02%
6,057
-209
645
$388K 0.02%
6,544
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646
$385K 0.02%
2,885
+116
647
$382K 0.02%
3,768
-2
648
$380K 0.02%
16,991
+217
649
$379K 0.02%
8,269
-2,036
650
$379K 0.02%
21,141
-1,707
24 25
26
27 28