MA

Mutual Advisors Portfolio holdings

AUM $4.66B
1-Year Est. Return 17.21%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.23B
AUM Growth
+$293M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
990
New
Increased
Reduced
Closed

Top Buys

1
+$26.5M
2
+$15.1M
3
+$13.6M
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$9.26M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$8.44M

Top Sells

1
+$6.11M
2
+$4.84M
3
+$4.37M
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$4.01M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$3.55M

Sector Composition

1 Technology 9.15%
2 Financials 7.05%
3 Healthcare 3.86%
4 Consumer Discretionary 3.56%
5 Energy 2.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$267K 0.01%
+1,881
777
$267K 0.01%
1,208
-1,308
778
$266K 0.01%
+10,893
779
$264K 0.01%
+597
780
$264K 0.01%
+1,908
781
$264K 0.01%
6,395
-1,193
782
$263K 0.01%
+7,044
783
$262K 0.01%
13,295
-45,412
784
$259K 0.01%
11,066
-9,336
785
$259K 0.01%
1,205
+116
786
$258K 0.01%
7,526
-1,017
787
$257K 0.01%
+5,000
788
$257K 0.01%
+1,369
789
$255K 0.01%
+10,436
790
$255K 0.01%
5,919
+20
791
$254K 0.01%
1,626
-77
792
$253K 0.01%
9,413
793
$253K 0.01%
+12,725
794
$252K 0.01%
4,294
+110
795
$252K 0.01%
5,115
-690
796
$251K 0.01%
4,043
-70
797
$250K 0.01%
3,041
+70
798
$250K 0.01%
5,418
-760
799
$249K 0.01%
20,123
+2,573
800
$249K 0.01%
16,788
+4,556
30 31
32
33 34