MA
Mutual Advisors Portfolio holdings
AUM
$4B
1-Year Return
14.38%
This Quarter Return
+6.66%
1 Year Return
+14.38%
3 Year Return
+52.75%
5 Year Return
+91.66%
10 Year Return
–
AUM
$1.68B
AUM Growth
+$225M
(+15%)
Cap. Flow
+$137M
Cap. Flow
% of AUM
8.14%
Top 10 Holdings %
Top 10 Hldgs %
17.82%
Holding
868
New
100
Increased
450
Reduced
233
Closed
47
Top Buys
| 1 |
iShares Core Total USD Bond Market ETF
IUSB
|
+$11.9M |
| 2 |
Davis Select International ETF
DINT
|
+$9.19M |
| 3 |
FT Vest US Equity Deep Buffer ETF April
DAPR
|
+$9.06M |
| 4 |
Hartford Multifactor US Equity ETF
ROUS
|
+$8.9M |
| 5 |
iShares ESG Aware MSCI USA ETF
ESGU
|
+$7.76M |
Top Sells
Sector Composition
| 1 | Technology | 11.58% |
| 2 | Consumer Discretionary | 5.04% |
| 3 | Financials | 4.57% |
| 4 | Communication Services | 4.53% |
| 5 | Healthcare | 3.76% |
