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
$2.63B
AUM Growth
+$197M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,084
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$6.11M
3
+$5.15M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$4.88M
5
DFUS icon
Dimensional US Equity ETF
DFUS
+$4.56M

Top Sells

1
+$6.72M
2
+$5.33M
3
+$4.8M
4
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$3.67M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$3.12M

Sector Composition

1 Technology 11.14%
2 Financials 6.2%
3 Consumer Discretionary 3.84%
4 Healthcare 3.47%
5 Communication Services 2.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$8.71M 0.33%
133,883
+39,881
52
$8.63M 0.33%
99,470
-6,270
53
$8.6M 0.33%
50,624
+13,824
54
$8.56M 0.32%
87,831
-4,293
55
$8.48M 0.32%
186,716
+8,904
56
$8.44M 0.32%
55,589
+1,789
57
$8.42M 0.32%
56,556
-121
58
$8.31M 0.32%
246,099
-32,535
59
$8.26M 0.31%
145,363
-20,110
60
$8.26M 0.31%
191,606
+25,467
61
$8.21M 0.31%
75,908
-2,363
62
$8.17M 0.31%
100,786
+2,013
63
$8.09M 0.31%
16,841
+1,045
64
$8.01M 0.3%
215,497
-26,324
65
$7.61M 0.29%
70,929
-2,351
66
$7.51M 0.28%
55,667
+2,892
67
$7.49M 0.28%
62,928
-2,094
68
$7.48M 0.28%
99,008
+1,820
69
$7.45M 0.28%
105,685
-44,230
70
$7.39M 0.28%
82,759
-726
71
$7.25M 0.28%
216,701
-29,848
72
$7.21M 0.27%
72,326
+35,011
73
$7.07M 0.27%
258,801
+188,358
74
$7.01M 0.27%
61,843
-694
75
$6.98M 0.27%
200,043
-27,914
1 2
3
4 5