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
$2.23B
AUM Growth
+$293M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
990
New
Increased
Reduced
Closed

Top Buys

1
+$26.7M
2
+$14.6M
3
+$14.2M
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$9.29M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$8.42M

Top Sells

1
+$5.66M
2
+$4.74M
3
+$4.38M
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$4.01M
5
PSQ icon
ProShares Short QQQ
PSQ
+$3.59M

Sector Composition

1 Technology 9.15%
2 Financials 7.05%
3 Healthcare 3.86%
4 Consumer Discretionary 3.56%
5 Energy 2.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$290K 0.01%
12,414
-1,183
752
$290K 0.01%
4,207
+19
753
$290K 0.01%
1,656
-195
754
$289K 0.01%
6,231
-4,787
755
$286K 0.01%
14,600
756
$285K 0.01%
24,835
-4,214
757
$283K 0.01%
12,127
758
$283K 0.01%
3,357
-37
759
$282K 0.01%
19,094
-3,568
760
$282K 0.01%
5,444
-1,599
761
$278K 0.01%
+13,526
762
$278K 0.01%
2,169
-139
763
$277K 0.01%
+10,859
764
$277K 0.01%
+9,741
765
$275K 0.01%
+1,444
766
$275K 0.01%
6,980
+95
767
$274K 0.01%
1,651
-3,403
768
$271K 0.01%
+10,288
769
$271K 0.01%
1,765
-104
770
$271K 0.01%
25,531
-10,673
771
$271K 0.01%
15,534
-1,123
772
$271K 0.01%
10,260
773
$270K 0.01%
5,458
-133
774
$270K 0.01%
9,984
-545
775
$267K 0.01%
2,928
-2,504
29 30
31
32 33