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
$2.44B
AUM Growth
+$202M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,021
New
Increased
Reduced
Closed

Top Buys

1
+$37M
2
+$10.3M
3
+$8.63M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$7.17M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$5.14M

Top Sells

1
+$23.6M
2
+$13.8M
3
+$4.82M
4
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$4.11M
5
SPTI icon
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$3.97M

Sector Composition

1 Technology 10.29%
2 Financials 6.32%
3 Consumer Discretionary 3.72%
4 Healthcare 3.59%
5 Communication Services 2.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$459K 0.02%
4,607
+713
652
$458K 0.02%
1,328
+195
653
$458K 0.02%
17,153
+6,260
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$458K 0.02%
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655
$456K 0.02%
3,191
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656
$456K 0.02%
7,312
+925
657
$452K 0.02%
+16,940
658
$449K 0.02%
25,394
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659
$449K 0.02%
1,360
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660
$445K 0.02%
39,906
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661
$442K 0.02%
4,799
-7,938
662
$440K 0.02%
7,504
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663
$437K 0.02%
642
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664
$436K 0.02%
11,273
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665
$434K 0.02%
1,815
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666
$433K 0.02%
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$432K 0.02%
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668
$432K 0.02%
16,681
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$431K 0.02%
14,359
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670
$429K 0.02%
1,983
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671
$427K 0.02%
6,400
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672
$425K 0.02%
2,028
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673
$423K 0.02%
7,096
-381
674
$423K 0.02%
51,511
-388
675
$421K 0.02%
3,372
-327
25 26
27
28 29