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
$2.44B
AUM Growth
+$202M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,021
New
Increased
Reduced
Closed

Top Buys

1
+$37M
2
+$10.3M
3
+$8.63M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$7.17M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$5.14M

Top Sells

1
+$23.6M
2
+$13.8M
3
+$4.82M
4
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$4.11M
5
SPTI icon
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$3.97M

Sector Composition

1 Technology 10.29%
2 Financials 6.32%
3 Consumer Discretionary 3.72%
4 Healthcare 3.59%
5 Communication Services 2.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$420K 0.02%
7,087
+136
677
$419K 0.02%
18,925
+3,714
678
$418K 0.02%
16,223
-1,917
679
$416K 0.02%
3,149
+980
680
$416K 0.02%
9,912
-608
681
$415K 0.02%
17,542
+7,776
682
$415K 0.02%
16,579
-10,397
683
$412K 0.02%
+1,774
684
$412K 0.02%
16,936
-96
685
$409K 0.02%
4,853
-20
686
$409K 0.02%
3,468
-34
687
$409K 0.02%
54,693
+4,026
688
$403K 0.02%
6,997
-237
689
$397K 0.02%
34,990
-2,919
690
$393K 0.02%
8,737
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691
$392K 0.02%
9,358
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692
$391K 0.02%
18,842
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693
$390K 0.02%
9,542
-111
694
$389K 0.02%
2,410
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695
$386K 0.02%
16,052
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696
$384K 0.02%
+10,856
697
$384K 0.02%
2,243
-673
698
$380K 0.02%
12,023
-747
699
$379K 0.02%
9,994
+4,997
700
$378K 0.02%
+7,426
26 27
28
29 30