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
$1.69B
AUM Growth
+$3.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
913
New
Increased
Reduced
Closed

Top Buys

1
+$9.83M
2
+$6.45M
3
+$6.04M
4
TLTD icon
FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund
TLTD
+$4.64M
5
FJUN icon
FT Vest US Equity Buffer ETF June
FJUN
+$4.46M

Top Sells

1
+$10.4M
2
+$10.3M
3
+$7.75M
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$6.92M
5
XLSR icon
State Street US Sector Rotation ETF
XLSR
+$6.38M

Sector Composition

1 Technology 11.92%
2 Consumer Discretionary 5%
3 Financials 4.83%
4 Communication Services 4.57%
5 Healthcare 3.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.52M 0.39%
64,745
+1,319
52
$6.36M 0.38%
48,915
-12,478
53
$6.31M 0.37%
125,561
+6,453
54
$6.3M 0.37%
45,088
+87
55
$6.27M 0.37%
45,122
+450
56
$6.24M 0.37%
166,181
+74,501
57
$6.16M 0.36%
122,020
+1,868
58
$6.04M 0.36%
+59,025
59
$5.83M 0.35%
43,106
-11,798
60
$5.79M 0.34%
114,194
-307
61
$5.75M 0.34%
121,935
62
$5.54M 0.33%
88,329
+2,195
63
$5.44M 0.32%
52,753
-17,456
64
$5.4M 0.32%
110,894
+3,606
65
$5.4M 0.32%
71,881
+6,263
66
$5.39M 0.32%
101,773
-4,599
67
$5.37M 0.32%
124,955
+6,648
68
$5.34M 0.32%
11,097
-4,091
69
$5.28M 0.31%
168,736
-1,486
70
$5.18M 0.31%
94,860
+21,858
71
$5.07M 0.3%
100,148
-10,694
72
$5.06M 0.3%
204,525
+27,249
73
$5M 0.3%
62,478
+11,097
74
$4.92M 0.29%
20,774
+2,846
75
$4.88M 0.29%
191,040
+55,173
1 2
3
4 5