MA

Mutual Advisors Portfolio holdings

AUM $4B
1-Year Est. Return 14.38%
This Quarter Est. Return
1 Year Est. Return
+14.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$265M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
283
New
Increased
Reduced
Closed

Top Buys

1
+$9.38M
2
+$7.94M
3
+$7.77M
4
AAPL icon
Apple
AAPL
+$6.76M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$5.45M

Top Sells

No sells this quarter

Sector Composition

1 Financials 7.93%
2 Technology 7.65%
3 Healthcare 4.97%
4 Industrials 4%
5 Energy 3.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.41M 0.53%
+95,066
52
$1.4M 0.53%
+158,736
53
$1.4M 0.53%
+16,482
54
$1.39M 0.53%
+73,801
55
$1.39M 0.52%
+15,108
56
$1.38M 0.52%
+20,195
57
$1.36M 0.51%
+16,209
58
$1.35M 0.51%
+25,436
59
$1.34M 0.51%
+73,431
60
$1.31M 0.5%
+8,433
61
$1.29M 0.49%
+46,804
62
$1.29M 0.49%
+10,722
63
$1.28M 0.48%
+25,592
64
$1.26M 0.48%
+14,961
65
$1.25M 0.47%
+98,614
66
$1.22M 0.46%
+20,076
67
$1.19M 0.45%
+10,752
68
$1.18M 0.44%
+21,564
69
$1.17M 0.44%
+11,115
70
$1.16M 0.44%
+15,155
71
$1.13M 0.43%
+48,903
72
$1.13M 0.43%
+9,502
73
$1.11M 0.42%
+20,161
74
$1.11M 0.42%
+19,472
75
$1.1M 0.42%
+20,460
1 2
3
4 5