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
$1.78B
AUM Growth
-$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
952
New
Increased
Reduced
Closed

Top Buys

1
+$10M
2
+$5.31M
3
+$3.55M
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$3.23M
5
SPTI icon
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$3.14M

Top Sells

1
+$10.5M
2
+$10.1M
3
+$8.28M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$7.56M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$7.46M

Sector Composition

1 Technology 12.91%
2 Financials 4.95%
3 Consumer Discretionary 4.8%
4 Healthcare 4.03%
5 Communication Services 3.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$289K 0.02%
4,112
+206
727
$288K 0.02%
+10,994
728
$287K 0.02%
2,065
+9
729
$287K 0.02%
4,415
-475
730
$287K 0.02%
11,079
+54
731
$286K 0.02%
2,431
+66
732
$285K 0.02%
5,462
+128
733
$284K 0.02%
1,227
+115
734
$282K 0.02%
9,956
735
$281K 0.02%
7,552
-3,098
736
$280K 0.02%
2,333
-351
737
$279K 0.02%
6,105
+240
738
$278K 0.02%
9,413
739
$278K 0.02%
5,003
-598
740
$275K 0.02%
3,978
-960
741
$274K 0.02%
1,055
+86
742
$274K 0.02%
+3,911
743
$272K 0.02%
2,275
+136
744
$268K 0.02%
15,541
+314
745
$267K 0.01%
5,098
+872
746
$266K 0.01%
895
+168
747
$265K 0.01%
2,014
+36
748
$264K 0.01%
17,760
-14,580
749
$263K 0.01%
+3,824
750
$263K 0.01%
30,000
28 29
30
31 32