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
$2.63B
AUM Growth
+$197M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,084
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$6.11M
3
+$5.15M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$4.88M
5
DFUS icon
Dimensional US Equity ETF
DFUS
+$4.56M

Top Sells

1
+$6.72M
2
+$5.33M
3
+$4.8M
4
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$3.67M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$3.12M

Sector Composition

1 Technology 11.14%
2 Financials 6.2%
3 Consumer Discretionary 3.84%
4 Healthcare 3.47%
5 Communication Services 2.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$329K 0.01%
5,739
+480
777
$328K 0.01%
+2,608
778
$328K 0.01%
733
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779
$327K 0.01%
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+375
780
$323K 0.01%
11,389
-8,616
781
$323K 0.01%
+5,569
782
$323K 0.01%
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783
$322K 0.01%
10,428
-245
784
$321K 0.01%
9,533
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785
$321K 0.01%
3,921
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786
$320K 0.01%
4,946
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787
$320K 0.01%
14,663
788
$318K 0.01%
+1,397
789
$318K 0.01%
39,049
-613
790
$318K 0.01%
1,309
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791
$317K 0.01%
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792
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793
$316K 0.01%
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-208
794
$314K 0.01%
1,895
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795
$314K 0.01%
+4,063
796
$313K 0.01%
8,229
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797
$312K 0.01%
5,031
798
$310K 0.01%
1,543
-1
799
$308K 0.01%
5,161
-205
800
$308K 0.01%
9,587
+56
30 31
32
33 34