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
$2.44B
AUM Growth
+$202M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,021
New
Increased
Reduced
Closed

Top Buys

1
+$37M
2
+$10.3M
3
+$8.63M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$7.17M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$5.14M

Top Sells

1
+$23.6M
2
+$13.8M
3
+$4.82M
4
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$4.11M
5
SPTI icon
SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$3.97M

Sector Composition

1 Technology 10.29%
2 Financials 6.32%
3 Consumer Discretionary 3.72%
4 Healthcare 3.59%
5 Communication Services 2.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$8.36M 0.34%
83,485
+5,217
52
$8.33M 0.34%
92,124
-16
53
$8.31M 0.34%
172,526
+3,812
54
$8.31M 0.34%
28,143
+619
55
$8.18M 0.34%
177,812
+36,027
56
$8.12M 0.33%
98,773
-5,677
57
$8.05M 0.33%
246,549
-52,221
58
$8.04M 0.33%
73,280
-1,429
59
$8M 0.33%
53,800
+1,281
60
$7.95M 0.33%
56,677
+113
61
$7.91M 0.32%
156,960
+19,485
62
$7.88M 0.32%
77,497
+20,596
63
$7.68M 0.32%
129,026
+330
64
$7.66M 0.31%
156,556
-9,279
65
$7.48M 0.31%
227,957
-22,610
66
$7.46M 0.31%
15,796
+854
67
$7.43M 0.31%
97,188
-6,423
68
$7.41M 0.3%
166,694
-10,265
69
$7.33M 0.3%
62,537
+3,116
70
$7.32M 0.3%
39,963
+13,782
71
$6.91M 0.28%
17,920
+431
72
$6.78M 0.28%
105,740
+490
73
$6.75M 0.28%
166,139
-12,248
74
$6.74M 0.28%
147,183
+29,780
75
$6.59M 0.27%
205,073
+34,103
1 2
3
4 5