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
$2.23B
AUM Growth
+$293M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
990
New
Increased
Reduced
Closed

Top Buys

1
+$26.7M
2
+$14.6M
3
+$14.2M
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$9.29M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$8.42M

Top Sells

1
+$5.66M
2
+$4.74M
3
+$4.38M
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$4.01M
5
PSQ icon
ProShares Short QQQ
PSQ
+$3.59M

Sector Composition

1 Technology 9.15%
2 Financials 7.05%
3 Healthcare 3.86%
4 Consumer Discretionary 3.56%
5 Energy 2.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$7.92M 0.35%
14,942
+876
52
$7.9M 0.35%
298,770
+128,414
53
$7.87M 0.35%
165,835
+19,540
54
$7.85M 0.35%
250,567
+6,696
55
$7.81M 0.35%
92,140
-24,631
56
$7.8M 0.35%
103,611
+12,609
57
$7.72M 0.35%
107,051
-16,632
58
$7.65M 0.34%
128,696
+84,944
59
$7.59M 0.34%
168,714
+9,484
60
$7.52M 0.34%
56,564
-510
61
$7.36M 0.33%
176,959
+19,459
62
$7.25M 0.32%
82,933
-10,671
63
$7.17M 0.32%
59,421
+1,946
64
$6.92M 0.31%
178,387
+45,211
65
$6.92M 0.31%
137,475
+92,476
66
$6.91M 0.31%
134,896
+4,212
67
$6.89M 0.31%
92,464
-43,460
68
$6.8M 0.3%
50,077
-5,720
69
$6.8M 0.3%
78,268
-1,152
70
$6.63M 0.3%
76,974
+8,341
71
$6.56M 0.29%
85,677
+1,497
72
$6.38M 0.29%
141,785
+129,413
73
$6.2M 0.28%
86,339
+20,124
74
$5.93M 0.27%
56,901
-22,724
75
$5.9M 0.26%
12,129
+597
1 2
3
4 5