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
$1.68B
AUM Growth
+$225M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
868
New
Increased
Reduced
Closed

Top Buys

1
+$11.9M
2
+$9.19M
3
+$9.06M
4
ROUS icon
Hartford Multifactor US Equity ETF
ROUS
+$8.9M
5
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$7.76M

Top Sells

1
+$7.58M
2
+$7.56M
3
+$7.1M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$6.95M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$6.57M

Sector Composition

1 Technology 11.58%
2 Consumer Discretionary 5.04%
3 Financials 4.57%
4 Communication Services 4.53%
5 Healthcare 3.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$210K 0.01%
14,726
-810
777
$209K 0.01%
10,305
-500
778
$209K 0.01%
+5,297
779
$209K 0.01%
+2,016
780
$208K 0.01%
+561
781
$206K 0.01%
+2,889
782
$206K 0.01%
+2,650
783
$206K 0.01%
+5,003
784
$205K 0.01%
+4,421
785
$205K 0.01%
+5,165
786
$204K 0.01%
+444
787
$203K 0.01%
+1,960
788
$203K 0.01%
+1,558
789
$203K 0.01%
+1,559
790
$202K 0.01%
+2,995
791
$202K 0.01%
16,724
792
$201K 0.01%
+3,183
793
$201K 0.01%
5,235
-634
794
$200K 0.01%
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795
$200K 0.01%
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796
$199K 0.01%
11,467
+20
797
$183K 0.01%
16,024
+3,972
798
$154K 0.01%
15,826
+197
799
$150K 0.01%
+1,397
800
$143K 0.01%
13,714
+192
30 31
32
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