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
$3.49B
AUM Growth
+$39.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,174
New
Increased
Reduced
Closed

Top Buys

1
+$164M
2
+$84.4M
3
+$45.9M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$21M
5
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$20.2M

Top Sells

1
+$252M
2
+$17.3M
3
+$7.12M
4
AAPL icon
Apple
AAPL
+$5.99M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$4.53M

Sector Composition

1 Technology 10.39%
2 Financials 7.31%
3 Healthcare 3.84%
4 Consumer Discretionary 3.29%
5 Communication Services 3.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$509K 0.01%
+15,441
702
$509K 0.01%
3,518
-795
703
$509K 0.01%
15,451
+1,540
704
$507K 0.01%
22,005
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705
$505K 0.01%
1,127
-31
706
$505K 0.01%
838
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707
$503K 0.01%
3,083
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708
$501K 0.01%
26,336
-1,840
709
$500K 0.01%
12,355
-200
710
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3,945
-18,526
711
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13,304
-2,555
712
$497K 0.01%
1,105
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713
$496K 0.01%
19,564
+97
714
$496K 0.01%
13,209
-77
715
$496K 0.01%
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716
$496K 0.01%
7,584
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9,350
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718
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1,574
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$492K 0.01%
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720
$488K 0.01%
1,323
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721
$486K 0.01%
20,076
722
$485K 0.01%
479
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723
$485K 0.01%
19,470
+1,823
724
$484K 0.01%
9,634
-616
725
$483K 0.01%
6,447
+2,451
27 28
29
30 31