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
$2.44B
AUM Growth
+$202M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,021
New
Increased
Reduced
Closed

Top Buys

1
+$37M
2
+$10.3M
3
+$8.63M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$7.17M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$5.14M

Top Sells

1
+$23.6M
2
+$13.8M
3
+$4.82M
4
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$4.11M
5
SPTI icon
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$3.97M

Sector Composition

1 Technology 10.29%
2 Financials 6.32%
3 Consumer Discretionary 3.72%
4 Healthcare 3.59%
5 Communication Services 2.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$326K 0.01%
11,329
+3,507
752
$324K 0.01%
+5,635
753
$320K 0.01%
5,209
-3,327
754
$320K 0.01%
4,240
-983
755
$319K 0.01%
6,253
-50,768
756
$318K 0.01%
5,032
+690
757
$317K 0.01%
5,259
-145
758
$316K 0.01%
6,063
+44
759
$314K 0.01%
10,673
+110
760
$313K 0.01%
3,592
+71
761
$313K 0.01%
1,544
+309
762
$313K 0.01%
11,750
-1,105
763
$313K 0.01%
6,968
-289
764
$312K 0.01%
5,383
+40
765
$312K 0.01%
5,282
-325
766
$312K 0.01%
8,302
+3,091
767
$310K 0.01%
9,531
+154
768
$309K 0.01%
1,554
+78
769
$308K 0.01%
+1,475
770
$308K 0.01%
38,744
771
$307K 0.01%
+9,838
772
$306K 0.01%
+1,172
773
$305K 0.01%
790
+98
774
$304K 0.01%
10,321
+1,724
775
$302K 0.01%
+2,061
29 30
31
32 33