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
$1.78B
AUM Growth
-$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
952
New
Increased
Reduced
Closed

Top Buys

1
+$10M
2
+$5.31M
3
+$3.55M
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$3.23M
5
SPTI icon
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$3.14M

Top Sells

1
+$10.5M
2
+$10.1M
3
+$8.28M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$7.56M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$7.46M

Sector Composition

1 Technology 12.91%
2 Financials 4.95%
3 Consumer Discretionary 4.8%
4 Healthcare 4.03%
5 Communication Services 3.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$340K 0.02%
7,343
+2,107
677
$335K 0.02%
756
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+6,148
679
$334K 0.02%
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680
$333K 0.02%
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681
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2,518
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682
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683
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+6,284
684
$331K 0.02%
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685
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8,401
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687
$329K 0.02%
22,518
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688
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+9,391
689
$326K 0.02%
5,431
-329
690
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10,772
691
$324K 0.02%
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$324K 0.02%
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1,400
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694
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$322K 0.02%
2,044
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696
$322K 0.02%
7,334
-5,189
697
$320K 0.02%
6,119
698
$320K 0.02%
1,046
-25
699
$319K 0.02%
2,022
-1,062
700
$317K 0.02%
2,341
+5
26 27
28
29 30