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
$2.23B
AUM Growth
+$293M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
990
New
Increased
Reduced
Closed

Top Buys

1
+$26.7M
2
+$14.6M
3
+$14.2M
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$9.29M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$8.42M

Top Sells

1
+$5.66M
2
+$4.74M
3
+$4.38M
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$4.01M
5
PSQ icon
ProShares Short QQQ
PSQ
+$3.59M

Sector Composition

1 Technology 9.15%
2 Financials 7.05%
3 Healthcare 3.86%
4 Consumer Discretionary 3.56%
5 Energy 2.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$398K 0.02%
8,144
+1,534
652
$398K 0.02%
17,032
+1,744
653
$398K 0.02%
3,386
+342
654
$398K 0.02%
5,540
-1,361
655
$395K 0.02%
+22,327
656
$393K 0.02%
2,400
657
$392K 0.02%
2,788
-9
658
$390K 0.02%
7,234
+619
659
$388K 0.02%
8,614
-117
660
$388K 0.02%
11,414
661
$387K 0.02%
5,343
+431
662
$387K 0.02%
+3,894
663
$387K 0.02%
12,732
+3,700
664
$385K 0.02%
2,968
+28
665
$384K 0.02%
20,971
+1,710
666
$384K 0.02%
12,770
-653
667
$384K 0.02%
749
+19
668
$383K 0.02%
1,582
-445
669
$383K 0.02%
50,667
+2,248
670
$382K 0.02%
7,491
-1,376
671
$380K 0.02%
1,133
+49
672
$379K 0.02%
6,319
+742
673
$378K 0.02%
7,532
+284
674
$378K 0.02%
29,764
+1,093
675
$373K 0.02%
12,276
+175
25 26
27
28 29