MA
Mutual Advisors Portfolio holdings
AUM
$4B
1-Year Return
14.38%
This Quarter Return
+1.16%
1 Year Return
+14.38%
3 Year Return
+52.75%
5 Year Return
+91.66%
10 Year Return
–
AUM
$3.45B
AUM Growth
+$33.4M
(+0.98%)
Cap. Flow
-$174M
Cap. Flow
% of AUM
-5.04%
Top 10 Holdings %
Top 10 Hldgs %
31.67%
Holding
1,145
New
61
Increased
437
Reduced
499
Closed
78
Top Buys
| 1 |
iShares US Treasury Bond ETF
GOVT
|
+$39.1M |
| 2 |
iShares Floating Rate Bond ETF
FLOT
|
+$11.4M |
| 3 |
TBIL
US Treasury 3 Month Bill ETF
TBIL
|
+$7.12M |
| 4 |
iShares iBonds 2027 Term High Yield and Income ETF
IBHG
|
+$5.73M |
| 5 |
Financial Select Sector SPDR Fund
XLF
|
+$5.02M |
Top Sells
| 1 |
Schwab US Large-Cap Growth ETF
SCHG
|
+$53.4M |
| 2 |
Schwab US Large-Cap Value ETF
SCHV
|
+$30.4M |
| 3 |
Schwab US Dividend Equity ETF
SCHD
|
+$29.7M |
| 4 |
iShares Core US Aggregate Bond ETF
AGG
|
+$16.3M |
| 5 |
Schwab US Aggregate Bond ETF
SCHZ
|
+$14.8M |
Sector Composition
| 1 | Technology | 11.77% |
| 2 | Financials | 7.08% |
| 3 | Consumer Discretionary | 3.93% |
| 4 | Healthcare | 3.76% |
| 5 | Communication Services | 3.37% |
