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
$3.49B
AUM Growth
+$39.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,174
New
Increased
Reduced
Closed

Top Buys

1
+$164M
2
+$84.4M
3
+$45.9M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$21M
5
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$20.2M

Top Sells

1
+$252M
2
+$17.3M
3
+$7.12M
4
AAPL icon
Apple
AAPL
+$5.99M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$4.53M

Sector Composition

1 Technology 10.39%
2 Financials 7.31%
3 Healthcare 3.84%
4 Consumer Discretionary 3.29%
5 Communication Services 3.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$615K 0.02%
7,063
+522
627
$612K 0.02%
2,595
+1,719
628
$612K 0.02%
3,073
-227
629
$611K 0.02%
2,979
-959
630
$611K 0.02%
+49,492
631
$610K 0.02%
+5,151
632
$609K 0.02%
6,650
-1,294
633
$609K 0.02%
8,590
+1,161
634
$608K 0.02%
32,907
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635
$608K 0.02%
+4,712
636
$603K 0.02%
+4,778
637
$602K 0.02%
3,546
-108
638
$601K 0.02%
3,571
-258
639
$600K 0.02%
4,557
-41
640
$600K 0.02%
29,739
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641
$599K 0.02%
160,631
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642
$597K 0.02%
7,677
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643
$595K 0.02%
+5,929
644
$595K 0.02%
19,079
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645
$593K 0.02%
8,323
-644
646
$592K 0.02%
5,984
-178
647
$591K 0.02%
22,532
-2,071
648
$590K 0.02%
1,286
+81
649
$589K 0.02%
4,215
-7
650
$588K 0.02%
5,130
-413
24 25
26
27 28