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
$1.68B
AUM Growth
+$225M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
868
New
Increased
Reduced
Closed

Top Buys

1
+$11.9M
2
+$9.19M
3
+$9.06M
4
ROUS icon
Hartford Multifactor US Equity ETF
ROUS
+$8.9M
5
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$7.76M

Top Sells

1
+$7.58M
2
+$7.56M
3
+$7.1M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$6.95M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$6.57M

Sector Composition

1 Technology 11.58%
2 Consumer Discretionary 5.04%
3 Financials 4.57%
4 Communication Services 4.53%
5 Healthcare 3.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$235K 0.01%
6,806
752
$233K 0.01%
8,187
+616
753
$232K 0.01%
6,582
-224
754
$231K 0.01%
+3,967
755
$231K 0.01%
+2,436
756
$228K 0.01%
1,509
+6
757
$227K 0.01%
+7,012
758
$225K 0.01%
10,000
759
$223K 0.01%
3,900
-1,358
760
$222K 0.01%
5,289
+2
761
$222K 0.01%
+1,207
762
$222K 0.01%
+9,546
763
$220K 0.01%
+305
764
$220K 0.01%
+3,270
765
$219K 0.01%
2,232
-776
766
$218K 0.01%
+5,646
767
$217K 0.01%
7,182
768
$216K 0.01%
+1,966
769
$214K 0.01%
5,871
+82
770
$214K 0.01%
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771
$213K 0.01%
4,719
-32,506
772
$213K 0.01%
15,236
+1,228
773
$210K 0.01%
+3,721
774
$210K 0.01%
7,688
-1,461
775
$210K 0.01%
+5,560
29 30
31
32 33