MA
Mutual Advisors Portfolio holdings
AUM $3.49B
AUM
$3.49B
AUM Growth
+$39.4M (+1%)
Cap. Flow
+$219M
Cap. Flow % of AUM
6.26%
Top 10 Holdings %Top 10 Hldgs %
30.27%
Holding
1,174
New
107
Increased
488
Reduced
432
Closed
94
Top Buys
| 1 | $164M | |
| 2 | $84.4M | |
| 3 | $45.9M | |
| 4 | $21M | |
| 5 | $20.2M |
Top Sells
| 1 | $252M | |
| 2 | $17.3M | |
| 3 | $7.12M | |
| 4 | $5.99M | |
| 5 | $4.53M |
Sector Composition
| 1 | Technology | 10.4% |
| 2 | Financials | 7.31% |
| 3 | Healthcare | 3.84% |
| 4 | Consumer Discretionary | 3.28% |
| 5 | Communication Services | 3.03% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $456K | 0.01% | 12,904 -1,220 | -9% | -$43.1K | |||
| $456K | 0.01% | 19,324 -721 | -4% | -$17K | |||
| $454K | 0.01% | 20,910 +1,990 | +11% | +$43.2K | |||
| $454K | 0.01% | 1,107 +198 | +22% | +$81.2K | |||
| $454K | 0.01% | 2,611 +1,151 | +79% | +$200K | |||
| $453K | 0.01% | 757 +98 | +15% | +$58.6K | |||
| $452K | 0.01% | 3,892 -200 | -5% | -$23.2K | |||
| $452K | 0.01% | 3,381 +424 | +14% | +$56.7K | |||
| $452K | 0.01% | 4,760 +633 | +15% | +$60.1K | |||
| $452K | 0.01% | 13,515 +2,650 | +24% | +$88.6K | |||
| $451K | 0.01% | 5,853 -3,504 | -37% | -$270K | |||
| $451K | 0.01% | 1,203 +349 | +41% | +$131K | |||
| $449K | 0.01% | 26,106 -2,119 | -8% | -$36.4K | |||
| $449K | 0.01% | 4,609 +169 | +4% | +$16.5K | |||
| $448K | 0.01% | 15,661 -82 | -0.5% | -$2.34K | |||
| $446K | 0.01% | 9,923 | – | – | |||
| $444K | 0.01% | 5,172 | New | +$444K | |||
| $443K | 0.01% | 22,210 +364 | +2% | +$7.26K | |||
| $438K | 0.01% | 6,176 +1,296 | +27% | +$92K | |||
| $437K | 0.01% | 6,390 +3,406 | +114% | +$233K | |||
| $436K | 0.01% | 8,243 -2,680 | -25% | -$142K | |||
| $435K | 0.01% | 6,540 +23 | +0.4% | +$1.53K | |||
| $434K | 0.01% | 839 -2,918 | -78% | -$1.51M | |||
| $432K | 0.01% | 17,663 +2,334 | +15% | +$57.1K | |||
| $431K | 0.01% | 16,188 | – | – |
