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
$1.78B
AUM Growth
-$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
952
New
Increased
Reduced
Closed

Top Buys

1
+$10M
2
+$5.31M
3
+$3.55M
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$3.23M
5
SPTI icon
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$3.14M

Top Sells

1
+$10.5M
2
+$10.1M
3
+$8.28M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$7.56M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$7.46M

Sector Composition

1 Technology 12.91%
2 Financials 4.95%
3 Consumer Discretionary 4.8%
4 Healthcare 4.03%
5 Communication Services 3.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$236K 0.01%
4,313
777
$236K 0.01%
805
-46
778
$235K 0.01%
5,354
+2
779
$235K 0.01%
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+2,523
780
$234K 0.01%
1,885
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781
$232K 0.01%
347
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782
$232K 0.01%
1,750
-632
783
$232K 0.01%
2,755
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784
$231K 0.01%
+7,345
785
$230K 0.01%
2,018
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786
$229K 0.01%
3,554
-138
787
$229K 0.01%
1,670
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788
$229K 0.01%
2,285
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789
$229K 0.01%
20,191
-5,500
790
$228K 0.01%
+6,590
791
$227K 0.01%
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792
$227K 0.01%
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793
$227K 0.01%
1,091
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794
$226K 0.01%
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795
$226K 0.01%
5,882
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796
$225K 0.01%
3,539
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797
$225K 0.01%
+2,989
798
$223K 0.01%
+2,030
799
$222K 0.01%
5,924
+61
800
$220K 0.01%
+1,203
30 31
32
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