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
$3.49B
AUM Growth
+$39.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,174
New
Increased
Reduced
Closed

Top Buys

1
+$164M
2
+$84.4M
3
+$45.9M
4
BIL icon
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$21M
5
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$20.2M

Top Sells

1
+$252M
2
+$17.3M
3
+$7.12M
4
AAPL icon
Apple
AAPL
+$5.99M
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$4.53M

Sector Composition

1 Technology 10.39%
2 Financials 7.31%
3 Healthcare 3.84%
4 Consumer Discretionary 3.29%
5 Communication Services 3.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SECT icon
51
Main Sector Rotation ETF
SECT
$2.32B
$11.6M 0.33%
227,969
+6,055
CVX icon
52
Chevron
CVX
$306B
$11.5M 0.33%
82,701
-1,886
IRM icon
53
Iron Mountain
IRM
$31.2B
$11.4M 0.33%
130,443
+9,598
JPST icon
54
JPMorgan Ultra-Short Income ETF
JPST
$34.1B
$11.4M 0.33%
225,229
-8,555
OHI icon
55
Omega Healthcare
OHI
$11.9B
$11.3M 0.32%
299,308
-450
XOM icon
56
Exxon Mobil
XOM
$472B
$11.3M 0.32%
103,917
+4,203
CGCP icon
57
Capital Group Core Plus Income ETF
CGCP
$5.79B
$11M 0.31%
490,378
-4,660
VONG icon
58
Vanguard Russell 1000 Growth ETF
VONG
$32.8B
$10.1M 0.29%
107,682
+12,761
BNDX icon
59
Vanguard Total International Bond ETF
BNDX
$69.8B
$9.76M 0.28%
197,572
-86
JEPI icon
60
JPMorgan Equity Premium Income ETF
JEPI
$41.3B
$9.63M 0.28%
175,109
+54,751
IAU icon
61
iShares Gold Trust
IAU
$64.3B
$9.58M 0.27%
153,715
+12,359
BRK.A icon
62
Berkshire Hathaway Class A
BRK.A
$1.05T
$9.55M 0.27%
12
+7
BSV icon
63
Vanguard Short-Term Bond ETF
BSV
$39B
$9.5M 0.27%
121,084
-1,132
TFLO icon
64
iShares Treasury Floating Rate Bond ETF
TFLO
$6.6B
$9.48M 0.27%
187,185
+16,451
IBIT icon
65
iShares Bitcoin Trust
IBIT
$81.5B
$9.38M 0.27%
172,850
+15,790
SCHO icon
66
Schwab Short-Term US Treasury ETF
SCHO
$11.3B
$9.36M 0.27%
384,034
+10,905
JNJ icon
67
Johnson & Johnson
JNJ
$463B
$9.28M 0.27%
60,046
-1,207
HYG icon
68
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$18.1B
$9.22M 0.26%
117,001
-8,583
PG icon
69
Procter & Gamble
PG
$350B
$9.18M 0.26%
57,015
+5,575
TLT icon
70
iShares 20+ Year Treasury Bond ETF
TLT
$49.1B
$9.1M 0.26%
102,366
-19,168
IQLT icon
71
iShares MSCI Intl Quality Factor ETF
IQLT
$13.3B
$8.98M 0.26%
219,346
-65,001
HD icon
72
Home Depot
HD
$386B
$8.89M 0.25%
24,872
-4,388
VXF icon
73
Vanguard Extended Market ETF
VXF
$24.3B
$8.81M 0.25%
51,851
-377
ORCL icon
74
Oracle
ORCL
$892B
$8.75M 0.25%
63,203
-2,042
SPTL icon
75
SPDR Portfolio Long Term Treasury ETF
SPTL
$11.9B
$8.75M 0.25%
327,765
+14,275
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3
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