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
$2.44B
AUM Growth
+$202M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,021
New
Increased
Reduced
Closed

Top Buys

1
+$37M
2
+$10.3M
3
+$8.63M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$7.17M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$5.14M

Top Sells

1
+$23.6M
2
+$13.8M
3
+$4.82M
4
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$4.11M
5
SPTI icon
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$3.97M

Sector Composition

1 Technology 10.29%
2 Financials 6.32%
3 Consumer Discretionary 3.72%
4 Healthcare 3.59%
5 Communication Services 2.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$302K 0.01%
+6,746
777
$300K 0.01%
5,295
-1,905
778
$299K 0.01%
6,360
+1,145
779
$296K 0.01%
+4,900
780
$295K 0.01%
14,600
781
$295K 0.01%
6,477
-569
782
$295K 0.01%
6,963
-17
783
$293K 0.01%
4,811
+1,881
784
$293K 0.01%
1,714
-51
785
$293K 0.01%
24,056
-1,263
786
$292K 0.01%
10,571
+2,971
787
$291K 0.01%
+10,875
788
$290K 0.01%
+3,459
789
$290K 0.01%
2,931
-56
790
$289K 0.01%
5,460
+370
791
$288K 0.01%
6,168
+750
792
$286K 0.01%
24,910
-11,474
793
$281K 0.01%
13,376
-3,582
794
$280K 0.01%
19,793
-330
795
$280K 0.01%
24,849
-682
796
$279K 0.01%
24,151
-684
797
$278K 0.01%
+4,634
798
$277K 0.01%
4,269
+62
799
$277K 0.01%
1,952
+183
800
$277K 0.01%
+10,962
30 31
32
33 34