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
$769M
AUM Growth
+$94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
591
New
Increased
Reduced
Closed

Top Buys

1
+$3.96M
2
+$3.82M
3
+$3.33M
4
TFLO icon
iShares Treasury Floating Rate Bond ETF
TFLO
+$3.11M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$2.95M

Top Sells

1
+$11M
2
+$9.69M
3
+$6.53M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$6.3M
5
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$3.92M

Sector Composition

1 Technology 12.28%
2 Financials 5.5%
3 Consumer Discretionary 4.54%
4 Healthcare 3.93%
5 Industrials 3.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.05M 0.4%
27,837
+818
52
$2.97M 0.39%
26,872
-19,353
53
$2.96M 0.38%
26,474
-466
54
$2.95M 0.38%
41,318
-330
55
$2.94M 0.38%
101,705
+915
56
$2.81M 0.36%
71,467
-278,906
57
$2.79M 0.36%
67,903
+18,909
58
$2.73M 0.35%
50,460
+6,660
59
$2.69M 0.35%
39,817
+10,429
60
$2.63M 0.34%
30,076
+179
61
$2.62M 0.34%
71,009
+17,286
62
$2.61M 0.34%
68,305
+5,052
63
$2.6M 0.34%
48,443
+3,208
64
$2.56M 0.33%
21,586
+373
65
$2.55M 0.33%
+88,605
66
$2.54M 0.33%
53,676
+1,351
67
$2.52M 0.33%
87,999
+1,404
68
$2.49M 0.32%
79,591
+6,778
69
$2.38M 0.31%
6,549
+553
70
$2.37M 0.31%
17,808
+4,587
71
$2.26M 0.29%
33,825
+161
72
$2.26M 0.29%
154,359
+964
73
$2.26M 0.29%
22,662
+1,416
74
$2.22M 0.29%
17,819
+6,009
75
$2.21M 0.29%
71,872
+60,668
1 2
3
4 5