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
$1.02B
AUM Growth
+$280M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
691
New
Increased
Reduced
Closed

Top Buys

1
+$12.9M
2
+$11.2M
3
+$8.96M
4
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$8.63M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$6.13M

Top Sells

1
+$11.3M
2
+$8.51M
3
+$7.66M
4
VTV icon
Vanguard Value ETF
VTV
+$7.15M
5
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$5.82M

Sector Composition

1 Technology 11.41%
2 Healthcare 4.71%
3 Financials 4.51%
4 Consumer Discretionary 4.36%
5 Communication Services 3.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.23M 0.42%
57,400
-12,410
52
$4.21M 0.41%
82,935
+23,521
53
$4.21M 0.41%
111,843
+25,601
54
$4.15M 0.41%
47,908
+11,078
55
$4.05M 0.4%
73,318
+30,442
56
$3.94M 0.39%
47,968
+1,165
57
$3.94M 0.39%
321,912
+78,738
58
$3.93M 0.39%
309,776
-7,016
59
$3.84M 0.38%
46,239
+17,301
60
$3.82M 0.38%
73,833
+13,574
61
$3.7M 0.36%
161,923
+23,601
62
$3.63M 0.36%
49,140
+10,471
63
$3.46M 0.34%
31,284
-37,382
64
$3.44M 0.34%
17,787
+3,265
65
$3.37M 0.33%
33,141
+21,925
66
$3.33M 0.33%
17,371
-12,802
67
$3.26M 0.32%
19,454
+9,583
68
$3.21M 0.32%
58,657
+10,835
69
$3.11M 0.31%
34,834
+2,126
70
$3.11M 0.31%
84,668
+75,592
71
$3.05M 0.3%
20,415
+2,014
72
$3.05M 0.3%
321,280
+150,440
73
$2.95M 0.29%
8,087
+2,489
74
$2.9M 0.28%
12,276
+3,669
75
$2.81M 0.28%
152,809
+6,160
1 2
3
4 5