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
$2.63B
AUM Growth
+$197M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,084
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$6.11M
3
+$5.15M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$4.88M
5
DFUS icon
Dimensional US Equity ETF
DFUS
+$4.56M

Top Sells

1
+$6.72M
2
+$5.33M
3
+$4.8M
4
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$3.67M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$3.12M

Sector Composition

1 Technology 11.14%
2 Financials 6.2%
3 Consumer Discretionary 3.84%
4 Healthcare 3.47%
5 Communication Services 2.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$442K 0.02%
7,879
-5,032
677
$441K 0.02%
17,486
+550
678
$441K 0.02%
14,739
+380
679
$440K 0.02%
6,840
+1,380
680
$438K 0.02%
13,475
-2,165
681
$438K 0.02%
3,163
+14
682
$437K 0.02%
3,303
+112
683
$435K 0.02%
6,427
-458
684
$433K 0.02%
+11,151
685
$433K 0.02%
16,041
+1,469
686
$431K 0.02%
16,662
-2,850
687
$427K 0.02%
3,700
-461
688
$427K 0.02%
5,448
+368
689
$426K 0.02%
19,798
-38,944
690
$426K 0.02%
31,555
+4,037
691
$425K 0.02%
+7,075
692
$423K 0.02%
19,109
-11,154
693
$422K 0.02%
17,379
+1,327
694
$420K 0.02%
+5,401
695
$418K 0.02%
2,746
+70
696
$418K 0.02%
3,575
+644
697
$418K 0.02%
6,272
-434
698
$415K 0.02%
3,651
699
$415K 0.02%
10,128
-37,785
700
$415K 0.02%
10,733
+571
26 27
28
29 30