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
$395M
AUM Growth
+$130M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
403
New
Increased
Reduced
Closed

Top Buys

1
+$5.56M
2
+$3.83M
3
+$2.69M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.49M
5
TSE icon
Trinseo
TSE
+$2.38M

Top Sells

1
+$1.69M
2
+$801K
3
+$397K
4
POWA icon
Invesco Bloomberg Pricing Power ETF
POWA
+$345K
5
LDL
Lydall, Inc.
LDL
+$300K

Sector Composition

1 Technology 8.7%
2 Financials 7.41%
3 Consumer Discretionary 6.06%
4 Industrials 5.9%
5 Healthcare 4.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.63M 0.41%
14,617
+669
52
$1.63M 0.41%
20,359
+303
53
$1.61M 0.41%
16,018
+2,041
54
$1.61M 0.41%
91,221
+17,790
55
$1.61M 0.41%
31,120
+17,180
56
$1.57M 0.4%
12,137
+8,420
57
$1.56M 0.4%
19,738
+4,630
58
$1.55M 0.39%
9,709
+1,276
59
$1.54M 0.39%
17,694
+1,212
60
$1.54M 0.39%
29,036
-400
61
$1.52M 0.39%
18,199
+3,238
62
$1.51M 0.38%
44,882
+14,734
63
$1.48M 0.38%
+40,738
64
$1.48M 0.37%
39,321
-2,717
65
$1.48M 0.37%
20,342
+13,190
66
$1.47M 0.37%
367,861
-11,550
67
$1.47M 0.37%
28,264
+250
68
$1.46M 0.37%
100,250
+5,184
69
$1.45M 0.37%
11,890
+557
70
$1.45M 0.37%
+52,200
71
$1.45M 0.37%
+134,555
72
$1.44M 0.36%
+53,000
73
$1.44M 0.36%
57,612
-3,754
74
$1.43M 0.36%
57,014
+8,111
75
$1.43M 0.36%
77,021
+3,220
1 2
3
4 5