MA
Mutual Advisors Portfolio holdings
AUM $3.49B
AUM
$3.49B
AUM Growth
+$39.4M (+1%)
Cap. Flow
+$219M
Cap. Flow % of AUM
6.26%
Top 10 Holdings %Top 10 Hldgs %
30.27%
Holding
1,174
New
107
Increased
488
Reduced
432
Closed
94
Top Buys
| 1 | $164M | |
| 2 | $84.4M | |
| 3 | $45.9M | |
| 4 | $21M | |
| 5 | $20.2M |
Top Sells
| 1 | $252M | |
| 2 | $17.3M | |
| 3 | $7.12M | |
| 4 | $5.99M | |
| 5 | $4.53M |
Sector Composition
| 1 | Technology | 10.4% |
| 2 | Financials | 7.31% |
| 3 | Healthcare | 3.84% |
| 4 | Consumer Discretionary | 3.28% |
| 5 | Communication Services | 3.03% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $588K | 0.02% | 2,367 +212 | +10% | +$52.7K | |||
| $587K | 0.02% | 17,675 -14,466 | -45% | -$480K | |||
| $586K | 0.02% | 22,275 +207 | +0.9% | +$5.45K | |||
| $584K | 0.02% | 10,069 +112 | +1% | +$6.49K | |||
| $581K | 0.02% | 10,083 +31 | +0.3% | +$1.79K | |||
| $580K | 0.02% | 6,436 -140 | -2% | -$12.6K | |||
| $580K | 0.02% | 30,189 +3,747 | +14% | +$72K | |||
| $574K | 0.02% | 2,415 +475 | +24% | +$113K | |||
| $571K | 0.02% | 10,869 -1,476 | -12% | -$77.6K | |||
| $571K | 0.02% | 424 +68 | +19% | +$91.6K | |||
| $568K | 0.02% | 22,503 | – | – | |||
| $568K | 0.02% | 11,370 -415 | -4% | -$20.7K | |||
| $565K | 0.02% | 47,486 +3,509 | +8% | +$41.8K | |||
| $563K | 0.02% | 2,503 +474 | +23% | +$107K | |||
| $562K | 0.02% | 5,361 | New | +$562K | |||
| $560K | 0.02% | 13,477 -519 | -4% | -$21.6K | |||
| $559K | 0.02% | 10,329 -3,010 | -23% | -$163K | |||
| $558K | 0.02% | 24,543 -859 | -3% | -$19.5K | |||
| $556K | 0.02% | 10,044 -147 | -1% | -$8.14K | |||
| $556K | 0.02% | 34,237 +165 | +0.5% | +$2.68K | |||
| $556K | 0.02% | 11,053 -63 | -0.6% | -$3.17K | |||
| $553K | 0.02% | 21,876 +44 | +0.2% | +$1.11K | |||
| $553K | 0.02% | 9,221 +3,174 | +52% | +$190K | |||
| $552K | 0.02% | 7,326 | – | – | |||
| $552K | 0.02% | 17,514 +503 | +3% | +$15.8K |
