MA

Mutual Advisors Portfolio holdings

AUM $4B
1-Year Est. Return 14.38%
This Quarter Est. Return
1 Year Est. Return
+14.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.34B
AUM Growth
+$191M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
769
New
Increased
Reduced
Closed

Top Buys

1
+$8.44M
2
+$7.6M
3
+$7.11M
4
ADBE icon
Adobe
ADBE
+$6.01M
5
ARKF icon
ARK Fintech Innovation ETF
ARKF
+$5.78M

Top Sells

1
+$5.98M
2
+$5.84M
3
+$4.77M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$3.78M
5
BLV icon
Vanguard Long-Term Bond ETF
BLV
+$3.68M

Sector Composition

1 Technology 12.2%
2 Consumer Discretionary 5.25%
3 Financials 4.49%
4 Healthcare 4.18%
5 Communication Services 3.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.35M 0.4%
93,439
-39,102
52
$5.32M 0.39%
73,604
-8,524
53
$5.11M 0.38%
45,183
-1,283
54
$5.09M 0.38%
58,897
+25,993
55
$5.07M 0.38%
334,584
+6,204
56
$4.99M 0.37%
21,225
-1,554
57
$4.87M 0.36%
18,329
-1,842
58
$4.76M 0.35%
60,985
+2,602
59
$4.75M 0.35%
54,442
+50,847
60
$4.75M 0.35%
93,434
-9,252
61
$4.5M 0.33%
29,558
+9,789
62
$4.33M 0.32%
97,675
+4,919
63
$4.3M 0.32%
+152,162
64
$4.28M 0.32%
75,493
+10,722
65
$4.25M 0.32%
39,714
+1,815
66
$4.25M 0.32%
60,060
+23,180
67
$4.24M 0.31%
40,981
+31,168
68
$4.16M 0.31%
64,353
-13,225
69
$4.13M 0.31%
74,784
+7,555
70
$4.09M 0.3%
111,148
+18,222
71
$4.09M 0.3%
16,951
-51
72
$4.04M 0.3%
47,873
+10,925
73
$4M 0.3%
184,170
-2,330
74
$3.88M 0.29%
17,735
-1,226
75
$3.72M 0.28%
41,997
+6,911
1 2
3
4 5