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
$757M
AUM Growth
-$12.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
614
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$6.3M
3
+$4.93M
4
XAR icon
State Street SPDR S&P Aerospace & Defense ETF
XAR
+$4.15M
5
FREL icon
Fidelity MSCI Real Estate Index ETF
FREL
+$4.06M

Top Sells

1
+$35.4M
2
+$3.87M
3
+$2.69M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$2.4M
5
SPTL icon
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
+$2.02M

Sector Composition

1 Technology 7.74%
2 Financials 5.32%
3 Consumer Discretionary 4.83%
4 Healthcare 3.58%
5 Industrials 3.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.18M 0.42%
39,637
-6,022
52
$3.16M 0.42%
44,796
+756
53
$3.05M 0.4%
25,637
-20,124
54
$3.01M 0.4%
27,219
+347
55
$3M 0.4%
70,533
-934
56
$2.97M 0.39%
104,006
+2,301
57
$2.83M 0.37%
88,461
+8,870
58
$2.82M 0.37%
50,787
+18,052
59
$2.82M 0.37%
30,143
+67
60
$2.8M 0.37%
45,820
-4,640
61
$2.76M 0.36%
23,717
+2,131
62
$2.7M 0.36%
41,441
-8,406
63
$2.67M 0.35%
45,235
-3,208
64
$2.65M 0.35%
35,706
+1,881
65
$2.65M 0.35%
23,378
+17,515
66
$2.64M 0.35%
23,170
+4,409
67
$2.57M 0.34%
38,301
-1,516
68
$2.55M 0.34%
48,437
+6,949
69
$2.53M 0.33%
28,702
-14,157
70
$2.51M 0.33%
26,957
+9,302
71
$2.46M 0.33%
89,114
+1,115
72
$2.46M 0.33%
81,766
-6,839
73
$2.45M 0.32%
62,560
+6,037
74
$2.42M 0.32%
59,221
+5,545
75
$2.41M 0.32%
160,410
+6,051
1 2
3
4 5