MA

Mutual Advisors Portfolio holdings

AUM $4B
1-Year Est. Return 14.38%
This Quarter Est. Return
1 Year Est. Return
+14.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.34B
AUM Growth
+$191M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
769
New
Increased
Reduced
Closed

Top Buys

1
+$8.44M
2
+$7.6M
3
+$7.11M
4
ADBE icon
Adobe
ADBE
+$6.01M
5
ARKF icon
ARK Fintech Innovation ETF
ARKF
+$5.78M

Top Sells

1
+$5.98M
2
+$5.84M
3
+$4.77M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$3.78M
5
BLV icon
Vanguard Long-Term Bond ETF
BLV
+$3.68M

Sector Composition

1 Technology 12.2%
2 Consumer Discretionary 5.25%
3 Financials 4.49%
4 Healthcare 4.18%
5 Communication Services 3.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$217K 0.02%
+8,838
677
$216K 0.02%
8,311
-1,882
678
$216K 0.02%
+5,409
679
$214K 0.02%
787
-73
680
$214K 0.02%
+1,896
681
$213K 0.02%
16,344
-637
682
$212K 0.02%
+4,257
683
$212K 0.02%
+4,496
684
$211K 0.02%
+27,208
685
$211K 0.02%
+1,348
686
$210K 0.02%
10,668
-1,209
687
$210K 0.02%
+5,756
688
$209K 0.02%
1,671
689
$208K 0.02%
+3,306
690
$206K 0.02%
+4,825
691
$206K 0.02%
24,425
-1,024
692
$206K 0.02%
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693
$206K 0.02%
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694
$205K 0.02%
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695
$205K 0.02%
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696
$205K 0.02%
3,427
-1,247
697
$203K 0.02%
+1,561
698
$203K 0.02%
12,379
+667
699
$202K 0.02%
+5,580
700
$202K 0.02%
+3,271
26 27
28
29 30