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
$507M
AUM Growth
-$151M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
510
New
Increased
Reduced
Closed

Top Buys

1
+$3.48M
2
+$3.42M
3
+$2.62M
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$2.5M
5
SPSM icon
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$2.38M

Top Sells

1
+$11.3M
2
+$8.23M
3
+$6.82M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$6.59M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$6.03M

Sector Composition

1 Technology 13.11%
2 Financials 6.4%
3 Consumer Discretionary 5.24%
4 Healthcare 4.72%
5 Industrials 3.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.05M 0.4%
37,271
-4,476
52
$2.03M 0.4%
45,427
+2
53
$2.02M 0.4%
77,786
+70,343
54
$2M 0.39%
48,175
+1,272
55
$1.94M 0.38%
23,237
-2,416
56
$1.94M 0.38%
143,876
+6,984
57
$1.93M 0.38%
42,667
+3,947
58
$1.91M 0.38%
81,629
-3,414
59
$1.89M 0.37%
+62,577
60
$1.87M 0.37%
36,235
+977
61
$1.86M 0.37%
35,960
-300
62
$1.84M 0.36%
106,112
+2,775
63
$1.84M 0.36%
117,498
+37,101
64
$1.83M 0.36%
+14,610
65
$1.82M 0.36%
65,353
+47,095
66
$1.81M 0.36%
30,746
-524
67
$1.8M 0.35%
133,474
+2,119
68
$1.71M 0.34%
67,856
-14,888
69
$1.69M 0.33%
24,810
-936
70
$1.68M 0.33%
6,725
+125
71
$1.65M 0.33%
27,593
-1
72
$1.65M 0.33%
25,376
+113
73
$1.61M 0.32%
19,904
-21,530
74
$1.59M 0.31%
30,804
-66
75
$1.59M 0.31%
47,919
+2,011
1 2
3
4 5