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
$1.68B
AUM Growth
+$225M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
868
New
Increased
Reduced
Closed

Top Buys

1
+$11.9M
2
+$9.19M
3
+$9.06M
4
ROUS icon
Hartford Multifactor US Equity ETF
ROUS
+$8.9M
5
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$7.76M

Top Sells

1
+$7.58M
2
+$7.56M
3
+$7.1M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$6.95M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$6.57M

Sector Composition

1 Technology 11.58%
2 Consumer Discretionary 5.04%
3 Financials 4.57%
4 Communication Services 4.53%
5 Healthcare 3.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$270K 0.02%
1,822
+355
702
$269K 0.02%
+2,385
703
$269K 0.02%
3,694
+360
704
$266K 0.02%
+3,900
705
$265K 0.02%
23,904
706
$265K 0.02%
7,448
+1,250
707
$264K 0.02%
15,549
-136
708
$262K 0.02%
7,628
709
$262K 0.02%
10,507
-23
710
$262K 0.02%
3,119
+324
711
$261K 0.02%
511
712
$261K 0.02%
2,542
-125
713
$260K 0.02%
4,851
+654
714
$260K 0.02%
3,738
+467
715
$259K 0.02%
+1,259
716
$259K 0.02%
1,901
-5,343
717
$258K 0.02%
3,880
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718
$256K 0.02%
2,140
+124
719
$255K 0.02%
+1,054
720
$254K 0.02%
+8,562
721
$254K 0.02%
5,606
-212
722
$253K 0.02%
1,795
-35
723
$253K 0.02%
3,890
+210
724
$253K 0.02%
+8,834
725
$253K 0.02%
9,956
27 28
29
30 31