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
$1.68B
AUM Growth
+$225M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
868
New
Increased
Reduced
Closed

Top Buys

1
+$11.9M
2
+$9.19M
3
+$9.06M
4
ROUS icon
Hartford Multifactor US Equity ETF
ROUS
+$8.9M
5
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$7.76M

Top Sells

1
+$7.58M
2
+$7.56M
3
+$7.1M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$6.95M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$6.57M

Sector Composition

1 Technology 11.58%
2 Consumer Discretionary 5.04%
3 Financials 4.57%
4 Communication Services 4.53%
5 Healthcare 3.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.71M 0.4%
49,936
-238
52
$6.66M 0.4%
63,426
+50,910
53
$6.65M 0.39%
337,172
-26
54
$6.57M 0.39%
125,308
+100,303
55
$6.45M 0.38%
20,217
+2,165
56
$6.38M 0.38%
143,570
+12,674
57
$6.35M 0.38%
+190,762
58
$6.25M 0.37%
59,704
+4,160
59
$6.13M 0.36%
21,375
+486
60
$6.09M 0.36%
304,480
+107,440
61
$6.07M 0.36%
45,001
-2,422
62
$6.06M 0.36%
114,710
+7,480
63
$6.05M 0.36%
120,152
+1,124
64
$6M 0.36%
119,108
-5,951
65
$5.81M 0.34%
114,501
+20,259
66
$5.75M 0.34%
53,637
+28,687
67
$5.75M 0.34%
+121,935
68
$5.74M 0.34%
110,820
+91,329
69
$5.64M 0.33%
110,842
-27,428
70
$5.63M 0.33%
106,372
-10,104
71
$5.57M 0.33%
42,622
-42,501
72
$5.45M 0.32%
86,134
-7,710
73
$5.32M 0.32%
170,222
+19,690
74
$5.1M 0.3%
65,618
+1,371
75
$5.1M 0.3%
94,276
-88,056
1 2
3
4 5