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
$2.23B
AUM Growth
+$293M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
990
New
Increased
Reduced
Closed

Top Buys

1
+$26.7M
2
+$14.6M
3
+$14.2M
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$9.29M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$8.42M

Top Sells

1
+$5.66M
2
+$4.74M
3
+$4.38M
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$4.01M
5
PSQ icon
ProShares Short QQQ
PSQ
+$3.59M

Sector Composition

1 Technology 9.15%
2 Financials 7.05%
3 Healthcare 3.86%
4 Consumer Discretionary 3.56%
5 Energy 2.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$347K 0.02%
11,859
-1,839
702
$345K 0.02%
15,458
+1,201
703
$343K 0.02%
3,521
+55
704
$342K 0.02%
14,063
705
$342K 0.02%
18,000
+1,700
706
$338K 0.02%
7,278
-2,894
707
$335K 0.02%
15,211
+1,315
708
$335K 0.02%
12,855
+1,242
709
$334K 0.01%
+7,053
710
$333K 0.01%
14,488
+50
711
$332K 0.01%
4,370
+1,099
712
$331K 0.01%
+5,486
713
$330K 0.01%
5,010
-3,278
714
$328K 0.01%
6,498
-46
715
$327K 0.01%
10,029
-5,211
716
$327K 0.01%
33,086
-49,500
717
$327K 0.01%
12,240
-10,431
718
$326K 0.01%
7,945
+233
719
$323K 0.01%
1,953
+183
720
$323K 0.01%
590
-29
721
$322K 0.01%
7,257
-250
722
$319K 0.01%
+10,520
723
$319K 0.01%
3,502
+380
724
$318K 0.01%
5,404
-96
725
$317K 0.01%
2,835
+172
27 28
29
30 31