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
$1.68B
AUM Growth
+$225M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
868
New
Increased
Reduced
Closed

Top Buys

1
+$11.9M
2
+$9.19M
3
+$9.06M
4
ROUS icon
Hartford Multifactor US Equity ETF
ROUS
+$8.9M
5
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$7.76M

Top Sells

1
+$7.58M
2
+$7.56M
3
+$7.1M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$6.95M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$6.57M

Sector Composition

1 Technology 11.58%
2 Consumer Discretionary 5.04%
3 Financials 4.57%
4 Communication Services 4.53%
5 Healthcare 3.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$339K 0.02%
2,460
652
$339K 0.02%
7,721
+2,436
653
$337K 0.02%
5,630
+80
654
$336K 0.02%
24,876
+1,500
655
$333K 0.02%
4,180
+170
656
$332K 0.02%
1,372
+16
657
$331K 0.02%
4,142
+402
658
$329K 0.02%
25,005
-493
659
$328K 0.02%
19,042
+143
660
$328K 0.02%
5,813
-717
661
$328K 0.02%
2,992
-327
662
$328K 0.02%
+3,409
663
$328K 0.02%
17,007
+3,298
664
$327K 0.02%
7,862
+4
665
$327K 0.02%
3,346
+97
666
$326K 0.02%
41,500
-9,000
667
$324K 0.02%
+39,357
668
$322K 0.02%
+9,854
669
$320K 0.02%
2,344
+252
670
$319K 0.02%
4,086
+904
671
$317K 0.02%
4,890
-240
672
$317K 0.02%
+4,089
673
$315K 0.02%
2,954
+5
674
$314K 0.02%
2,427
-1,133
675
$311K 0.02%
+1,512
25 26
27
28 29