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
$3.49B
AUM Growth
+$39.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,174
New
Increased
Reduced
Closed

Top Buys

1
+$164M
2
+$84.4M
3
+$45.9M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$21M
5
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$20.2M

Top Sells

1
+$252M
2
+$17.3M
3
+$7.12M
4
AAPL icon
Apple
AAPL
+$5.99M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$4.53M

Sector Composition

1 Technology 10.39%
2 Financials 7.31%
3 Healthcare 3.84%
4 Consumer Discretionary 3.29%
5 Communication Services 3.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$456K 0.01%
12,904
-1,220
752
$456K 0.01%
19,324
-721
753
$454K 0.01%
20,910
+1,990
754
$454K 0.01%
1,107
+198
755
$454K 0.01%
2,611
+1,151
756
$453K 0.01%
757
+98
757
$452K 0.01%
3,892
-200
758
$452K 0.01%
3,381
+424
759
$452K 0.01%
4,760
+633
760
$452K 0.01%
13,515
+2,650
761
$451K 0.01%
5,853
-3,504
762
$451K 0.01%
1,203
+349
763
$449K 0.01%
26,106
-2,119
764
$449K 0.01%
4,609
+169
765
$448K 0.01%
15,661
-82
766
$446K 0.01%
9,923
767
$444K 0.01%
+5,172
768
$443K 0.01%
22,210
+364
769
$438K 0.01%
6,176
+1,296
770
$437K 0.01%
6,390
+3,406
771
$436K 0.01%
8,243
-2,680
772
$435K 0.01%
6,540
+23
773
$434K 0.01%
839
-2,918
774
$432K 0.01%
17,663
+2,334
775
$431K 0.01%
16,188
29 30
31
32 33