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
$1.68B
AUM Growth
+$225M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
868
New
Increased
Reduced
Closed

Top Buys

1
+$11.9M
2
+$9.19M
3
+$9.06M
4
ROUS icon
Hartford Multifactor US Equity ETF
ROUS
+$8.9M
5
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$7.76M

Top Sells

1
+$7.58M
2
+$7.56M
3
+$7.1M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$6.95M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$6.57M

Sector Composition

1 Technology 11.58%
2 Consumer Discretionary 5.04%
3 Financials 4.57%
4 Communication Services 4.53%
5 Healthcare 3.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$309K 0.02%
1,280
+30
677
$307K 0.02%
7,324
+174
678
$306K 0.02%
6,598
+1,029
679
$305K 0.02%
4,008
-594
680
$304K 0.02%
12,345
-876
681
$303K 0.02%
5,817
+1,610
682
$301K 0.02%
9,413
683
$298K 0.02%
2,300
-3,944
684
$298K 0.02%
+15,400
685
$296K 0.02%
5,737
-44,286
686
$296K 0.02%
1,552
+59
687
$295K 0.02%
666
688
$295K 0.02%
3,463
+29
689
$293K 0.02%
+3,710
690
$292K 0.02%
931
+42
691
$290K 0.02%
13,109
+680
692
$286K 0.02%
+1,215
693
$284K 0.02%
7,135
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694
$280K 0.02%
5,448
+764
695
$280K 0.02%
13,886
-842
696
$277K 0.02%
818
-200
697
$276K 0.02%
8,750
-394
698
$275K 0.02%
+11,451
699
$272K 0.02%
5,890
-39
700
$271K 0.02%
29,979
+13,019
26 27
28
29 30