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
$1.78B
AUM Growth
-$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
952
New
Increased
Reduced
Closed

Top Buys

1
+$10M
2
+$5.31M
3
+$3.55M
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$3.23M
5
SPTI icon
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$3.14M

Top Sells

1
+$10.5M
2
+$10.1M
3
+$8.28M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$7.56M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$7.46M

Sector Composition

1 Technology 12.91%
2 Financials 4.95%
3 Consumer Discretionary 4.8%
4 Healthcare 4.03%
5 Communication Services 3.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$261K 0.01%
2,212
+89
752
$261K 0.01%
+7,802
753
$260K 0.01%
+6,873
754
$258K 0.01%
10,353
-4,601
755
$257K 0.01%
+5,659
756
$257K 0.01%
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757
$256K 0.01%
3,800
-8
758
$255K 0.01%
1,450
-1,442
759
$254K 0.01%
10,316
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760
$252K 0.01%
7,211
-295
761
$251K 0.01%
7,454
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762
$249K 0.01%
797
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763
$248K 0.01%
719
764
$248K 0.01%
7,253
-8,342
765
$246K 0.01%
9,803
-19,552
766
$246K 0.01%
13,928
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767
$245K 0.01%
6,830
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768
$245K 0.01%
812
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769
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11,525
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770
$242K 0.01%
2,560
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771
$242K 0.01%
16,487
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772
$242K 0.01%
2,806
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773
$240K 0.01%
5,627
-34
774
$240K 0.01%
5,873
+5
775
$237K 0.01%
7,385
-900
29 30
31
32 33