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
$1.69B
AUM Growth
+$3.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
913
New
Increased
Reduced
Closed

Top Buys

1
+$9.83M
2
+$6.45M
3
+$6.04M
4
TLTD icon
FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund
TLTD
+$4.64M
5
FJUN icon
FT Vest US Equity Buffer ETF June
FJUN
+$4.46M

Top Sells

1
+$10.4M
2
+$10.3M
3
+$7.75M
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$6.92M
5
XLSR icon
State Street US Sector Rotation ETF
XLSR
+$6.38M

Sector Composition

1 Technology 11.92%
2 Consumer Discretionary 5%
3 Financials 4.83%
4 Communication Services 4.57%
5 Healthcare 3.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$285K 0.02%
2,395
+10
727
$284K 0.02%
+9,686
728
$284K 0.02%
7,800
+50
729
$284K 0.02%
2,954
730
$282K 0.02%
3,891
-2,795
731
$281K 0.02%
+5,302
732
$281K 0.02%
+1,032
733
$280K 0.02%
2,400
-250
734
$280K 0.02%
2,331
+31
735
$276K 0.02%
4,050
-130
736
$273K 0.02%
2,376
+267
737
$272K 0.02%
1,822
738
$272K 0.02%
9,030
-2,348
739
$271K 0.02%
5,119
-329
740
$271K 0.02%
4,007
+1,118
741
$271K 0.02%
4,621
-1,834
742
$271K 0.02%
+15,464
743
$267K 0.02%
4,003
+884
744
$266K 0.02%
3,478
+15
745
$265K 0.02%
+1,850
746
$264K 0.02%
1,102
+48
747
$263K 0.02%
2,320
+360
748
$260K 0.02%
7,927
-261
749
$258K 0.02%
+1,077
750
$258K 0.02%
1,317
+58
28 29
30
31 32