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
$2.63B
AUM Growth
+$197M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,084
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$6.11M
3
+$5.15M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$4.88M
5
DFUS icon
Dimensional US Equity ETF
DFUS
+$4.56M

Top Sells

1
+$6.72M
2
+$5.33M
3
+$4.8M
4
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$3.67M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$3.12M

Sector Composition

1 Technology 11.14%
2 Financials 6.2%
3 Consumer Discretionary 3.84%
4 Healthcare 3.47%
5 Communication Services 2.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$525K 0.02%
41,852
-2,984
627
$524K 0.02%
3,131
+721
628
$523K 0.02%
28,965
629
$512K 0.02%
9,630
+983
630
$506K 0.02%
+5,121
631
$506K 0.02%
10,608
+1,243
632
$505K 0.02%
19,084
+2,144
633
$503K 0.02%
+23,498
634
$501K 0.02%
8,952
-599
635
$501K 0.02%
67,389
+12,696
636
$500K 0.02%
4,432
+142
637
$499K 0.02%
8,184
+1,187
638
$491K 0.02%
5,874
-1,951
639
$491K 0.02%
3,086
+997
640
$489K 0.02%
3,404
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641
$489K 0.02%
21,933
642
$489K 0.02%
8,461
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643
$484K 0.02%
3,778
-54
644
$482K 0.02%
7,226
645
$479K 0.02%
2,085
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646
$476K 0.02%
1,114
-2,348
647
$475K 0.02%
5,332
-169
648
$474K 0.02%
7,421
+310
649
$473K 0.02%
10,242
650
$469K 0.02%
2,494
-797
24 25
26
27 28