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
$3.49B
AUM Growth
+$39.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,174
New
Increased
Reduced
Closed

Top Buys

1
+$164M
2
+$84.4M
3
+$45.9M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$21M
5
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$20.2M

Top Sells

1
+$252M
2
+$17.3M
3
+$7.12M
4
AAPL icon
Apple
AAPL
+$5.99M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$4.53M

Sector Composition

1 Technology 10.39%
2 Financials 7.31%
3 Healthcare 3.84%
4 Consumer Discretionary 3.29%
5 Communication Services 3.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$550K 0.02%
6,016
-44,609
677
$548K 0.02%
1,124
-110
678
$548K 0.02%
+24,310
679
$547K 0.02%
7,212
+4,288
680
$545K 0.02%
9,242
-653
681
$544K 0.02%
23,979
+163
682
$542K 0.02%
46,205
-57
683
$540K 0.02%
42,999
+10
684
$539K 0.02%
7,394
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685
$537K 0.02%
14,279
+35
686
$535K 0.02%
29,865
+17,901
687
$533K 0.02%
+5,693
688
$532K 0.02%
27,490
689
$528K 0.02%
42,677
-39,053
690
$526K 0.02%
+10,810
691
$521K 0.01%
3,261
-540
692
$518K 0.01%
13,843
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693
$517K 0.01%
12,451
-1,502
694
$516K 0.01%
2,673
+342
695
$515K 0.01%
3,504
+1,459
696
$515K 0.01%
+55,000
697
$515K 0.01%
2,149
+164
698
$512K 0.01%
5,009
-23
699
$510K 0.01%
31,293
+7,564
700
$509K 0.01%
14,649
-2,005
26 27
28
29 30