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
$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
State Street 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
State Street Financial Select Sector SPDR ETF
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
51
$11.6M 0.33%
227,969
+6,055
52
$11.5M 0.33%
82,701
-1,886
53
$11.4M 0.33%
130,443
+9,598
54
$11.4M 0.33%
225,229
-8,555
55
$11.3M 0.32%
299,308
-450
56
$11.3M 0.32%
103,917
+4,203
57
$11M 0.31%
490,378
-4,660
58
$10.1M 0.29%
107,682
+12,761
59
$9.76M 0.28%
197,572
-86
60
$9.63M 0.28%
175,109
+54,751
61
$9.58M 0.27%
153,715
+12,359
62
$9.55M 0.27%
12
+7
63
$9.5M 0.27%
121,084
-1,132
64
$9.48M 0.27%
187,185
+16,451
65
$9.38M 0.27%
172,850
+15,790
66
$9.36M 0.27%
384,034
+10,905
67
$9.28M 0.27%
60,046
-1,207
68
$9.22M 0.26%
117,001
-8,583
69
$9.18M 0.26%
57,015
+5,575
70
$9.1M 0.26%
102,366
-19,168
71
$8.98M 0.26%
219,346
-65,001
72
$8.89M 0.25%
24,872
-4,388
73
$8.81M 0.25%
51,851
-377
74
$8.75M 0.25%
63,203
-2,042
75
$8.75M 0.25%
327,765
+14,275
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3
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