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
$1.78B
AUM Growth
-$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
952
New
Increased
Reduced
Closed

Top Buys

1
+$10M
2
+$5.31M
3
+$3.55M
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$3.23M
5
SPTI icon
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$3.14M

Top Sells

1
+$10.5M
2
+$10.1M
3
+$8.28M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$7.56M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$7.46M

Sector Composition

1 Technology 12.91%
2 Financials 4.95%
3 Consumer Discretionary 4.8%
4 Healthcare 4.03%
5 Communication Services 3.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$314K 0.02%
5,665
+1,577
702
$314K 0.02%
2,553
+284
703
$314K 0.02%
6,209
-221
704
$313K 0.02%
20,740
-8,800
705
$312K 0.02%
26,380
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706
$310K 0.02%
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707
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7,913
708
$304K 0.02%
5,295
-1,730
709
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710
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711
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712
$302K 0.02%
9,848
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713
$302K 0.02%
23,065
714
$302K 0.02%
15,086
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715
$301K 0.02%
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720
$297K 0.02%
1,836
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721
$295K 0.02%
+13,466
722
$293K 0.02%
673
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723
$292K 0.02%
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-512
724
$291K 0.02%
9,232
+27
725
$290K 0.02%
951
+20
27 28
29
30 31