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
$1.69B
AUM Growth
+$3.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
913
New
Increased
Reduced
Closed

Top Buys

1
+$9.83M
2
+$6.45M
3
+$6.04M
4
TLTD icon
FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund
TLTD
+$4.64M
5
FJUN icon
FT Vest US Equity Buffer ETF June
FJUN
+$4.46M

Top Sells

1
+$10.4M
2
+$10.3M
3
+$7.75M
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$6.92M
5
XLSR icon
State Street US Sector Rotation ETF
XLSR
+$6.38M

Sector Composition

1 Technology 11.92%
2 Consumer Discretionary 5%
3 Financials 4.83%
4 Communication Services 4.57%
5 Healthcare 3.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$315K 0.02%
1,636
+9
702
$315K 0.02%
17,007
703
$310K 0.02%
10,045
+1,295
704
$310K 0.02%
+12,419
705
$310K 0.02%
1,472
-36
706
$308K 0.02%
5,468
-102
707
$306K 0.02%
6,364
-960
708
$303K 0.02%
4,921
+1,174
709
$301K 0.02%
2,028
+519
710
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6,000
711
$300K 0.02%
2,352
-75
712
$299K 0.02%
12,145
-200
713
$298K 0.02%
1,992
-29,889
714
$298K 0.02%
+2,993
715
$297K 0.02%
+3,655
716
$295K 0.02%
5,739
+2
717
$295K 0.02%
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718
$294K 0.02%
+11,946
719
$293K 0.02%
+4,632
720
$292K 0.02%
511
721
$292K 0.02%
6,163
+1,742
722
$292K 0.02%
9,413
723
$291K 0.02%
4,014
-128
724
$290K 0.02%
+4,111
725
$289K 0.02%
931
27 28
29
30 31