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
$2.44B
AUM Growth
+$202M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,021
New
Increased
Reduced
Closed

Top Buys

1
+$37M
2
+$10.3M
3
+$8.63M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$7.17M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$5.14M

Top Sells

1
+$23.6M
2
+$13.8M
3
+$4.82M
4
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$4.11M
5
SPTI icon
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$3.97M

Sector Composition

1 Technology 10.29%
2 Financials 6.32%
3 Consumer Discretionary 3.72%
4 Healthcare 3.59%
5 Communication Services 2.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$378K 0.02%
14,765
+5,083
702
$378K 0.02%
11,652
+238
703
$377K 0.02%
1,676
-228
704
$375K 0.02%
+1,028
705
$375K 0.02%
8,645
+31
706
$374K 0.02%
+22,349
707
$374K 0.02%
+14,875
708
$374K 0.02%
12,276
709
$371K 0.02%
+6,091
710
$371K 0.02%
6,319
-1,284
711
$371K 0.02%
10,162
712
$370K 0.02%
9,365
+1,659
713
$370K 0.02%
8,791
+846
714
$370K 0.02%
12,459
+22
715
$369K 0.02%
+4,110
716
$368K 0.02%
+1,839
717
$367K 0.02%
14,967
+904
718
$367K 0.02%
755
+6
719
$366K 0.02%
+266
720
$366K 0.02%
17,145
+85
721
$364K 0.01%
27,518
-2,246
722
$364K 0.01%
5,080
+70
723
$363K 0.01%
2,307
+14
724
$363K 0.01%
8,647
-26,751
725
$362K 0.01%
1,603
-5
27 28
29
30 31