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
$675M
AUM Growth
+$168M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
502
New
Increased
Reduced
Closed

Top Buys

1
+$13.4M
2
+$9.64M
3
+$6.61M
4
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$6.6M
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$5.11M

Top Sells

1
+$2.02M
2
+$1.99M
3
+$1.89M
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$1.86M
5
SH icon
ProShares Short S&P500
SH
+$1.83M

Sector Composition

1 Technology 12.12%
2 Financials 5.37%
3 Consumer Discretionary 4.77%
4 Healthcare 3.9%
5 Industrials 3.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.81M 0.42%
84,567
+3,239
52
$2.77M 0.41%
73,095
+595
53
$2.75M 0.41%
106,060
+3,976
54
$2.73M 0.4%
26,940
+1,559
55
$2.69M 0.4%
113,699
+7,746
56
$2.69M 0.4%
72,268
-49,977
57
$2.69M 0.4%
26,930
+13,460
58
$2.6M 0.39%
+29,897
59
$2.58M 0.38%
43,800
-100
60
$2.53M 0.37%
38,949
+8,203
61
$2.45M 0.36%
21,213
+424
62
$2.43M 0.36%
86,595
+4,966
63
$2.4M 0.36%
33,664
-47
64
$2.39M 0.35%
39,279
+2,008
65
$2.33M 0.35%
45,235
-192
66
$2.3M 0.34%
63,253
+51,193
67
$2.23M 0.33%
37,272
-941
68
$2.22M 0.33%
153,395
+9,519
69
$2.21M 0.33%
+72,813
70
$2.13M 0.32%
55,882
-24,951
71
$2.09M 0.31%
21,246
+4,729
72
$2.07M 0.31%
24,571
+1,334
73
$2.05M 0.3%
25,392
+582
74
$2.04M 0.3%
136,133
+2,659
75
$2.03M 0.3%
116,478
-1,020
1 2
3
4 5