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
$2.44B
AUM Growth
+$202M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,021
New
Increased
Reduced
Closed

Top Buys

1
+$37M
2
+$10.3M
3
+$8.63M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$7.17M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$5.14M

Top Sells

1
+$23.6M
2
+$13.8M
3
+$4.82M
4
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$4.11M
5
SPTI icon
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$3.97M

Sector Composition

1 Technology 10.29%
2 Financials 6.32%
3 Consumer Discretionary 3.72%
4 Healthcare 3.59%
5 Communication Services 2.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$362K 0.01%
7,195
-4,179
727
$359K 0.01%
32,043
+5,936
728
$359K 0.01%
19,897
+2,873
729
$358K 0.01%
13,385
+971
730
$356K 0.01%
+3,044
731
$355K 0.01%
6,065
+605
732
$352K 0.01%
+2,676
733
$348K 0.01%
3,597
-93
734
$344K 0.01%
8,120
-1,092
735
$343K 0.01%
39,662
+11,744
736
$342K 0.01%
4,266
-2,275
737
$340K 0.01%
5,366
+1,323
738
$340K 0.01%
9,950
+1,500
739
$339K 0.01%
11,607
+865
740
$339K 0.01%
14,663
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741
$338K 0.01%
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742
$337K 0.01%
6,158
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743
$336K 0.01%
9,615
-414
744
$336K 0.01%
14,164
+914
745
$335K 0.01%
6,343
-155
746
$331K 0.01%
2,788
747
$331K 0.01%
2,089
+351
748
$329K 0.01%
+8,642
749
$326K 0.01%
3,376
+335
750
$326K 0.01%
2,418
-621
28 29
30
31 32