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
$2.63B
AUM Growth
+$197M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,084
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$6.11M
3
+$5.15M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$4.88M
5
DFUS icon
Dimensional US Equity ETF
DFUS
+$4.56M

Top Sells

1
+$6.72M
2
+$5.33M
3
+$4.8M
4
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$3.67M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$3.12M

Sector Composition

1 Technology 11.14%
2 Financials 6.2%
3 Consumer Discretionary 3.84%
4 Healthcare 3.47%
5 Communication Services 2.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$383K 0.01%
17,096
-1,746
727
$381K 0.01%
21,977
+3,786
728
$378K 0.01%
7,151
-19,770
729
$374K 0.01%
11,181
-842
730
$373K 0.01%
12,099
+492
731
$371K 0.01%
20,146
+8,515
732
$371K 0.01%
8,967
+176
733
$369K 0.01%
770
-289
734
$368K 0.01%
9,072
-840
735
$367K 0.01%
+1,104
736
$366K 0.01%
3,680
-927
737
$361K 0.01%
829
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738
$360K 0.01%
+445
739
$360K 0.01%
1,602
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740
$360K 0.01%
3,386
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741
$360K 0.01%
10,095
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$359K 0.01%
33,337
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743
$359K 0.01%
5,640
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744
$358K 0.01%
17,464
-2,594
745
$357K 0.01%
12,441
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746
$357K 0.01%
5,607
-2,748
747
$354K 0.01%
16,073
-1,072
748
$354K 0.01%
14,524
-443
749
$353K 0.01%
2,011
-17
750
$353K 0.01%
13,996
-2,583
28 29
30
31 32