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
$2.63B
AUM Growth
+$197M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,084
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$6.11M
3
+$5.15M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$4.88M
5
DFUS icon
Dimensional US Equity ETF
DFUS
+$4.56M

Top Sells

1
+$6.72M
2
+$5.33M
3
+$4.8M
4
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$3.67M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$3.12M

Sector Composition

1 Technology 11.14%
2 Financials 6.2%
3 Consumer Discretionary 3.84%
4 Healthcare 3.47%
5 Communication Services 2.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$469K 0.02%
24,902
+7,682
652
$469K 0.02%
3,190
-455
653
$467K 0.02%
14,528
-2,739
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655
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6,105
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656
$462K 0.02%
+15,081
657
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39,298
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658
$460K 0.02%
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659
$459K 0.02%
4,870
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660
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$458K 0.02%
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662
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$458K 0.02%
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$457K 0.02%
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665
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4,138
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$449K 0.02%
11,326
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672
$447K 0.02%
1,824
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673
$446K 0.02%
+4,221
674
$446K 0.02%
6,104
-528
675
$446K 0.02%
5,450
-16
25 26
27
28 29