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
$2.63B
AUM Growth
+$197M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,084
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$6.11M
3
+$5.15M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$4.88M
5
DFUS icon
Dimensional US Equity ETF
DFUS
+$4.56M

Top Sells

1
+$6.72M
2
+$5.33M
3
+$4.8M
4
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$3.67M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$3.12M

Sector Composition

1 Technology 11.14%
2 Financials 6.2%
3 Consumer Discretionary 3.84%
4 Healthcare 3.47%
5 Communication Services 2.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$352K 0.01%
8,640
-718
752
$352K 0.01%
23,693
+3,900
753
$350K 0.01%
13,476
+5,189
754
$349K 0.01%
+20,574
755
$349K 0.01%
+9,503
756
$349K 0.01%
4,131
-1,246
757
$349K 0.01%
5,957
-201
758
$348K 0.01%
11,337
-939
759
$348K 0.01%
2,982
+564
760
$347K 0.01%
6,445
+102
761
$347K 0.01%
6,022
-43
762
$346K 0.01%
8,656
-886
763
$345K 0.01%
13,434
+4,736
764
$345K 0.01%
12,244
-215
765
$344K 0.01%
9,616
+1
766
$344K 0.01%
6,916
+1,822
767
$342K 0.01%
8,494
+2,580
768
$339K 0.01%
6,003
+620
769
$338K 0.01%
6,347
+284
770
$333K 0.01%
12,047
+1,476
771
$332K 0.01%
14,130
-34
772
$330K 0.01%
+3,355
773
$330K 0.01%
8,908
-930
774
$329K 0.01%
3,668
+76
775
$329K 0.01%
7,366
+2,074
29 30
31
32 33