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
$3.49B
AUM Growth
+$39.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,174
New
Increased
Reduced
Closed

Top Buys

1
+$164M
2
+$84.4M
3
+$45.9M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$21M
5
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$20.2M

Top Sells

1
+$252M
2
+$17.3M
3
+$7.12M
4
AAPL icon
Apple
AAPL
+$5.99M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$4.53M

Sector Composition

1 Technology 10.39%
2 Financials 7.31%
3 Healthcare 3.84%
4 Consumer Discretionary 3.29%
5 Communication Services 3.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$482K 0.01%
16,439
+1,560
727
$480K 0.01%
1,942
+140
728
$480K 0.01%
4,190
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729
$479K 0.01%
19,091
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730
$478K 0.01%
4,687
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731
$477K 0.01%
1,069
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732
$475K 0.01%
3,223
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733
$473K 0.01%
11,846
-51
734
$473K 0.01%
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+3,361
735
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1,020
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736
$470K 0.01%
3,126
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737
$468K 0.01%
15,873
-223
738
$468K 0.01%
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739
$466K 0.01%
9,440
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740
$465K 0.01%
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742
$465K 0.01%
7,670
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743
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744
$460K 0.01%
24,730
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745
$460K 0.01%
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746
$459K 0.01%
3,818
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747
$459K 0.01%
4,509
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748
$458K 0.01%
+15,096
749
$457K 0.01%
32,337
+425
750
$457K 0.01%
20,970
-103
28 29
30
31 32