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
$2.63B
AUM Growth
+$197M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,084
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$6.11M
3
+$5.15M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$4.88M
5
DFUS icon
Dimensional US Equity ETF
DFUS
+$4.56M

Top Sells

1
+$6.72M
2
+$5.33M
3
+$4.8M
4
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$3.67M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$3.12M

Sector Composition

1 Technology 11.14%
2 Financials 6.2%
3 Consumer Discretionary 3.84%
4 Healthcare 3.47%
5 Communication Services 2.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$414K 0.02%
6,559
+240
702
$412K 0.02%
4,867
+14
703
$411K 0.02%
1,669
+66
704
$409K 0.02%
1,814
+244
705
$408K 0.02%
16,122
-559
706
$408K 0.02%
11,490
+217
707
$404K 0.02%
4,509
+1,050
708
$403K 0.02%
7,106
+706
709
$402K 0.02%
1,194
-166
710
$401K 0.02%
8,219
-14,861
711
$400K 0.02%
2,053
-138
712
$399K 0.02%
2,832
+1,037
713
$397K 0.02%
3,262
+938
714
$395K 0.02%
8,362
-283
715
$395K 0.02%
14,875
716
$395K 0.02%
2,422
-1,300
717
$394K 0.02%
4,064
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718
$393K 0.01%
+3,046
719
$392K 0.01%
2,963
+1,011
720
$389K 0.01%
3,964
+367
721
$388K 0.01%
12,447
+2,126
722
$387K 0.01%
8,760
+2,400
723
$387K 0.01%
10,450
-406
724
$386K 0.01%
21,077
-3,923
725
$383K 0.01%
+755
27 28
29
30 31