MA
Mutual Advisors Portfolio holdings
AUM $3.49B
AUM
$3.49B
AUM Growth
+$39.4M (+1%)
Cap. Flow
+$219M
Cap. Flow % of AUM
6.26%
Top 10 Holdings %Top 10 Hldgs %
30.27%
Holding
1,174
New
107
Increased
488
Reduced
432
Closed
94
Top Buys
| 1 | $164M | |
| 2 | $84.4M | |
| 3 | $45.9M | |
| 4 | $21M | |
| 5 | $20.2M |
Top Sells
| 1 | $252M | |
| 2 | $17.3M | |
| 3 | $7.12M | |
| 4 | $5.99M | |
| 5 | $4.53M |
Sector Composition
| 1 | Technology | 10.4% |
| 2 | Financials | 7.31% |
| 3 | Healthcare | 3.84% |
| 4 | Consumer Discretionary | 3.28% |
| 5 | Communication Services | 3.03% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $482K | 0.01% | 16,439 +1,560 | +10% | +$45.8K | |||
| $480K | 0.01% | 1,942 +140 | +8% | +$34.6K | |||
| $480K | 0.01% | 4,190 +673 | +19% | +$77K | |||
| $479K | 0.01% | 19,091 -83,962 | -81% | -$2.11M | |||
| $478K | 0.01% | 4,687 -2,491 | -35% | -$254K | |||
| $477K | 0.01% | 1,069 +101 | +10% | +$45.1K | |||
| $475K | 0.01% | 3,223 +353 | +12% | +$52K | |||
| $473K | 0.01% | 11,846 -51 | -0.4% | -$2.04K | |||
| $473K | 0.01% | 11,238 +3,361 | +43% | +$141K | |||
| $470K | 0.01% | 1,020 +378 | +59% | +$174K | |||
| $470K | 0.01% | 3,126 +1,437 | +85% | +$216K | |||
| $468K | 0.01% | 15,873 -223 | -1% | -$6.58K | |||
| $468K | 0.01% | 18,796 | New | +$468K | |||
| $466K | 0.01% | 9,440 +1,700 | +22% | +$83.9K | |||
| $465K | 0.01% | 6,204 +824 | +15% | +$61.8K | |||
| $465K | 0.01% | 5,002 +663 | +15% | +$61.6K | |||
| $465K | 0.01% | 7,670 +1,354 | +21% | +$82K | |||
| $464K | 0.01% | 10,351 | New | +$464K | |||
| $460K | 0.01% | 24,730 +3,521 | +17% | +$65.5K | |||
| $460K | 0.01% | 23,200 | New | +$460K | |||
| $459K | 0.01% | 3,818 -8,639 | -69% | -$1.04M | |||
| $459K | 0.01% | 4,509 +11 | +0.2% | +$1.12K | |||
| $458K | 0.01% | 15,096 | New | +$458K | |||
| $457K | 0.01% | 32,337 +425 | +1% | +$6.01K | |||
| $457K | 0.01% | 20,970 -103 | -0.5% | -$2.24K |
