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
$1.69B
AUM Growth
+$3.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
913
New
Increased
Reduced
Closed

Top Buys

1
+$9.83M
2
+$6.45M
3
+$6.04M
4
TLTD icon
FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund
TLTD
+$4.64M
5
FJUN icon
FT Vest US Equity Buffer ETF June
FJUN
+$4.46M

Top Sells

1
+$10.4M
2
+$10.3M
3
+$7.75M
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$6.92M
5
XLSR icon
State Street US Sector Rotation ETF
XLSR
+$6.38M

Sector Composition

1 Technology 11.92%
2 Consumer Discretionary 5%
3 Financials 4.83%
4 Communication Services 4.57%
5 Healthcare 3.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$367K 0.02%
8,662
-95,634
652
$366K 0.02%
4,154
+479
653
$364K 0.02%
21,000
-270,966
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655
$361K 0.02%
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657
$360K 0.02%
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$359K 0.02%
761
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661
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662
$355K 0.02%
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663
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664
$352K 0.02%
13,004
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665
$352K 0.02%
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666
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670
$348K 0.02%
24,400
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671
$346K 0.02%
6,856
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$346K 0.02%
16,419
-7,820
673
$345K 0.02%
518
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674
$345K 0.02%
8,725
+1,590
675
$344K 0.02%
6,733
25 26
27
28 29