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
$2.23B
AUM Growth
+$293M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
990
New
Increased
Reduced
Closed

Top Buys

1
+$26.7M
2
+$14.6M
3
+$14.2M
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$9.29M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$8.42M

Top Sells

1
+$5.66M
2
+$4.74M
3
+$4.38M
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$4.01M
5
PSQ icon
ProShares Short QQQ
PSQ
+$3.59M

Sector Composition

1 Technology 9.15%
2 Financials 7.05%
3 Healthcare 3.86%
4 Consumer Discretionary 3.56%
5 Energy 2.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$373K 0.02%
1,608
+136
677
$373K 0.02%
9,212
-390
678
$373K 0.02%
6,534
-357
679
$372K 0.02%
5,172
-215
680
$372K 0.02%
15,727
-92
681
$372K 0.02%
12,437
-1,009
682
$370K 0.02%
5,310
683
$370K 0.02%
8,101
+3,451
684
$369K 0.02%
4,360
+1,568
685
$369K 0.02%
5,306
-2,428
686
$368K 0.02%
8,521
+355
687
$368K 0.02%
26,107
+359
688
$367K 0.02%
9,653
+1,178
689
$364K 0.02%
1,817
-1,870
690
$363K 0.02%
2,293
-1,391
691
$361K 0.02%
16,958
-1,991
692
$360K 0.02%
17,060
-2,492
693
$359K 0.02%
7,307
-1,629
694
$359K 0.02%
2,188
+47
695
$356K 0.02%
4,342
+184
696
$354K 0.02%
3,039
+182
697
$352K 0.02%
10,162
-3,620
698
$351K 0.02%
3,690
-174
699
$349K 0.02%
+31,366
700
$348K 0.02%
+5,607
26 27
28
29 30