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
$1.46B
AUM Growth
+$116M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
841
New
Increased
Reduced
Closed

Top Buys

1
+$9.41M
2
+$8.11M
3
+$7.58M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$6.69M
5
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$6.62M

Top Sells

1
+$11.9M
2
+$7.95M
3
+$7.36M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$7.02M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$6.45M

Sector Composition

1 Technology 11.21%
2 Consumer Discretionary 4.99%
3 Financials 4.89%
4 Communication Services 4.58%
5 Healthcare 3.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$206K 0.01%
+1,604
727
$204K 0.01%
+3,119
728
$204K 0.01%
+1,354
729
$203K 0.01%
+511
730
$203K 0.01%
+1,467
731
$203K 0.01%
3,224
-4,692
732
$202K 0.01%
+2,307
733
$202K 0.01%
772
-15
734
$201K 0.01%
+934
735
$201K 0.01%
4,107
-1,784
736
$201K 0.01%
+10,805
737
$200K 0.01%
+13,709
738
$199K 0.01%
16,724
-3,126
739
$192K 0.01%
11,447
+47
740
$185K 0.01%
+14,008
741
$185K 0.01%
254
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742
$173K 0.01%
+10,388
743
$160K 0.01%
17,440
+3,000
744
$154K 0.01%
15,629
+4,365
745
$149K 0.01%
+12,052
746
$137K 0.01%
+34,091
747
$134K 0.01%
13,522
748
$129K 0.01%
16,960
-4,399
749
$129K 0.01%
10,867
+7
750
$95K 0.01%
13,145
28 29
30
31 32