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
$2.23B
AUM Growth
+$293M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
990
New
Increased
Reduced
Closed

Top Buys

1
+$26.7M
2
+$14.6M
3
+$14.2M
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$9.29M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$8.42M

Top Sells

1
+$5.66M
2
+$4.74M
3
+$4.38M
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$4.01M
5
PSQ icon
ProShares Short QQQ
PSQ
+$3.59M

Sector Composition

1 Technology 9.15%
2 Financials 7.05%
3 Healthcare 3.86%
4 Consumer Discretionary 3.56%
5 Energy 2.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$445K 0.02%
46,926
+8,952
627
$444K 0.02%
3,032
+270
628
$441K 0.02%
7,011
-385
629
$438K 0.02%
3,090
+68
630
$434K 0.02%
76,150
-20,792
631
$433K 0.02%
6,951
+392
632
$429K 0.02%
11,579
-966
633
$427K 0.02%
2,703
-242
634
$423K 0.02%
13,910
635
$420K 0.02%
7,603
-2,474
636
$418K 0.02%
5,334
+280
637
$418K 0.02%
13,905
-17,763
638
$416K 0.02%
14,742
-1,964
639
$415K 0.02%
+9,342
640
$414K 0.02%
4,384
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641
$414K 0.02%
8,917
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642
$414K 0.02%
4,873
-38
643
$412K 0.02%
2,395
-140
644
$409K 0.02%
63,048
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645
$408K 0.02%
6,387
+8
646
$407K 0.02%
5,962
-377
647
$407K 0.02%
36,384
+4,674
648
$406K 0.02%
16,600
+146
649
$405K 0.02%
7,200
+1,155
650
$402K 0.02%
5,223
-5,394
24 25
26
27 28