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
$1.78B
AUM Growth
-$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
952
New
Increased
Reduced
Closed

Top Buys

1
+$10M
2
+$5.31M
3
+$3.55M
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$3.23M
5
SPTI icon
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$3.14M

Top Sells

1
+$10.5M
2
+$10.1M
3
+$8.28M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$7.56M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$7.46M

Sector Composition

1 Technology 12.91%
2 Financials 4.95%
3 Consumer Discretionary 4.8%
4 Healthcare 4.03%
5 Communication Services 3.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.79M 0.38%
53,002
+17,176
52
$6.65M 0.37%
137,309
+20,496
53
$6.59M 0.37%
14,471
+15
54
$6.5M 0.36%
47,461
-1,585
55
$6.47M 0.36%
245,961
+23,052
56
$6.36M 0.36%
77,496
+49
57
$6.18M 0.35%
25,992
-1,506
58
$6.14M 0.34%
118,517
-9,189
59
$6.07M 0.34%
20,289
-1,444
60
$5.98M 0.33%
121,935
-12,620
61
$5.97M 0.33%
37,019
+14,539
62
$5.88M 0.33%
117,014
+4,349
63
$5.87M 0.33%
153,260
+9,756
64
$5.84M 0.33%
192,324
-3,924
65
$5.83M 0.33%
192,348
+103,552
66
$5.8M 0.32%
92,140
-370
67
$5.8M 0.32%
11,377
-370
68
$5.77M 0.32%
169,648
+79,685
69
$5.43M 0.3%
174,393
+57,347
70
$5.39M 0.3%
96,933
+250
71
$5.28M 0.3%
19,002
+672
72
$5.11M 0.29%
64,481
+2,658
73
$5.06M 0.28%
135,100
+19,200
74
$5.05M 0.28%
137,455
+16,955
75
$4.93M 0.28%
294,676
+35,685
1 2
3
4 5