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
$1.46B
AUM Growth
+$116M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
841
New
Increased
Reduced
Closed

Top Buys

1
+$9.41M
2
+$8.11M
3
+$7.58M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$6.69M
5
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$6.62M

Top Sells

1
+$11.9M
2
+$7.95M
3
+$7.36M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$7.02M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$6.45M

Sector Composition

1 Technology 11.21%
2 Consumer Discretionary 4.99%
3 Financials 4.89%
4 Communication Services 4.58%
5 Healthcare 3.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$273K 0.02%
3,649
-734
652
$271K 0.02%
5,818
-1,492
653
$267K 0.02%
+546
654
$267K 0.02%
1,205
+93
655
$266K 0.02%
5,844
+435
656
$264K 0.02%
2,949
+266
657
$263K 0.02%
+2,667
658
$263K 0.02%
889
-25
659
$262K 0.02%
+5,569
660
$262K 0.02%
+2,586
661
$262K 0.02%
1,493
-68
662
$260K 0.02%
6,730
663
$260K 0.02%
25,311
664
$259K 0.02%
1,830
+42
665
$258K 0.02%
7,628
666
$258K 0.02%
+4,851
667
$256K 0.02%
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668
$253K 0.02%
841
-552
669
$253K 0.02%
15,685
+110
670
$250K 0.02%
3,690
-1,480
671
$249K 0.02%
+4,891
672
$248K 0.02%
+1,080
673
$247K 0.02%
+7,464
674
$246K 0.02%
3,567
-635
675
$245K 0.02%
9,149
-12,749
25 26
27
28 29