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
$3.49B
AUM Growth
+$39.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,174
New
Increased
Reduced
Closed

Top Buys

1
+$164M
2
+$84.4M
3
+$45.9M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$21M
5
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$20.2M

Top Sells

1
+$252M
2
+$17.3M
3
+$7.12M
4
AAPL icon
Apple
AAPL
+$5.99M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$4.53M

Sector Composition

1 Technology 10.39%
2 Financials 7.31%
3 Healthcare 3.84%
4 Consumer Discretionary 3.29%
5 Communication Services 3.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$588K 0.02%
2,367
+212
652
$587K 0.02%
17,675
-14,466
653
$586K 0.02%
22,275
+207
654
$584K 0.02%
10,069
+112
655
$581K 0.02%
10,083
+31
656
$580K 0.02%
6,436
-140
657
$580K 0.02%
30,189
+3,747
658
$574K 0.02%
2,415
+475
659
$571K 0.02%
10,869
-1,476
660
$571K 0.02%
6,360
+1,020
661
$568K 0.02%
22,503
662
$568K 0.02%
11,370
-415
663
$565K 0.02%
47,486
+3,509
664
$563K 0.02%
2,503
+474
665
$562K 0.02%
+5,361
666
$560K 0.02%
13,477
-519
667
$559K 0.02%
10,329
-3,010
668
$558K 0.02%
24,543
-859
669
$556K 0.02%
10,044
-147
670
$556K 0.02%
34,237
+165
671
$556K 0.02%
11,053
-63
672
$553K 0.02%
21,876
+44
673
$553K 0.02%
9,221
+3,174
674
$552K 0.02%
7,326
675
$552K 0.02%
17,514
+503
25 26
27
28 29