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
$439M
AUM Growth
+$44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
440
New
Increased
Reduced
Closed

Top Buys

1
+$3.82M
2
+$1.67M
3
+$1.48M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$1.39M
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$1.38M

Top Sells

1
+$1.36M
2
+$1M
3
+$983K
4
AKAM icon
Akamai
AKAM
+$980K
5
IYE icon
iShares US Energy ETF
IYE
+$858K

Sector Composition

1 Technology 8.25%
2 Financials 6.83%
3 Consumer Discretionary 6.27%
4 Industrials 5.29%
5 Healthcare 4.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.97M 0.45%
38,061
-84
52
$1.95M 0.44%
18,721
+1,191
53
$1.92M 0.44%
34,020
+900
54
$1.88M 0.43%
48,155
+14,145
55
$1.84M 0.42%
37,448
+15,601
56
$1.83M 0.42%
23,460
+3,722
57
$1.83M 0.42%
32,820
+1,700
58
$1.78M 0.4%
100,278
+9,057
59
$1.77M 0.4%
67,254
+10,240
60
$1.77M 0.4%
60,008
+12,169
61
$1.76M 0.4%
98,600
62
$1.76M 0.4%
25,145
+285
63
$1.74M 0.4%
26,021
+10,913
64
$1.74M 0.4%
134,555
65
$1.74M 0.4%
33,292
+487
66
$1.66M 0.38%
52,200
67
$1.64M 0.37%
47,774
+2,892
68
$1.64M 0.37%
14,306
-551
69
$1.61M 0.37%
19,334
+1,135
70
$1.61M 0.37%
31,486
+26,459
71
$1.61M 0.37%
11,948
-189
72
$1.6M 0.37%
22,034
+1,436
73
$1.59M 0.36%
29,239
+203
74
$1.58M 0.36%
6,452
+1,659
75
$1.58M 0.36%
40,074
-664
1 2
3
4 5