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
$1.69B
AUM Growth
+$3.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
913
New
Increased
Reduced
Closed

Top Buys

1
+$9.83M
2
+$6.45M
3
+$6.04M
4
TLTD icon
FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund
TLTD
+$4.64M
5
FJUN icon
FT Vest US Equity Buffer ETF June
FJUN
+$4.46M

Top Sells

1
+$10.4M
2
+$10.3M
3
+$7.75M
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$6.92M
5
XLSR icon
State Street US Sector Rotation ETF
XLSR
+$6.38M

Sector Composition

1 Technology 11.92%
2 Consumer Discretionary 5%
3 Financials 4.83%
4 Communication Services 4.57%
5 Healthcare 3.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$344K 0.02%
4,174
+1,494
677
$343K 0.02%
17,399
-1,000
678
$340K 0.02%
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679
$339K 0.02%
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680
$338K 0.02%
3,564
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681
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1,394
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682
$336K 0.02%
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683
$334K 0.02%
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684
$332K 0.02%
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685
$331K 0.02%
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686
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687
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4,060
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688
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6,616
-2,213
689
$327K 0.02%
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690
$325K 0.02%
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$325K 0.02%
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9,971
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$321K 0.02%
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695
$321K 0.02%
4,382
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696
$321K 0.02%
19,173
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$318K 0.02%
+5,335
698
$317K 0.02%
13,107
-791
699
$317K 0.02%
3,814
-275
700
$317K 0.02%
4,515
+115
26 27
28
29 30