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
$2.23B
AUM Growth
+$293M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
990
New
Increased
Reduced
Closed

Top Buys

1
+$26.7M
2
+$14.6M
3
+$14.2M
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$9.29M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$8.42M

Top Sells

1
+$5.66M
2
+$4.74M
3
+$4.38M
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$4.01M
5
PSQ icon
ProShares Short QQQ
PSQ
+$3.59M

Sector Composition

1 Technology 9.15%
2 Financials 7.05%
3 Healthcare 3.86%
4 Consumer Discretionary 3.56%
5 Energy 2.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$317K 0.01%
+13,604
727
$316K 0.01%
7,706
-880
728
$316K 0.01%
+5,598
729
$315K 0.01%
17,024
-9,755
730
$313K 0.01%
25,319
+611
731
$313K 0.01%
9,956
732
$311K 0.01%
3,632
-2,714
733
$309K 0.01%
13,250
734
$308K 0.01%
+16,842
735
$308K 0.01%
+7,046
736
$305K 0.01%
+10,742
737
$302K 0.01%
1,476
+42
738
$302K 0.01%
+5,460
739
$302K 0.01%
4,772
+157
740
$301K 0.01%
37,909
-2,867
741
$300K 0.01%
38,744
742
$298K 0.01%
9,377
-18,461
743
$297K 0.01%
6,019
-2,000
744
$297K 0.01%
10,563
+2,649
745
$295K 0.01%
8,082
+236
746
$294K 0.01%
8,743
-995
747
$292K 0.01%
11,832
-150
748
$292K 0.01%
2,987
-16
749
$292K 0.01%
3,577
+4
750
$291K 0.01%
+2,331
28 29
30
31 32