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
$3.49B
AUM Growth
+$39.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,174
New
Increased
Reduced
Closed

Top Buys

1
+$164M
2
+$84.4M
3
+$45.9M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$21M
5
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$20.2M

Top Sells

1
+$252M
2
+$17.3M
3
+$7.12M
4
AAPL icon
Apple
AAPL
+$5.99M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$4.53M

Sector Composition

1 Technology 10.39%
2 Financials 7.31%
3 Healthcare 3.84%
4 Consumer Discretionary 3.29%
5 Communication Services 3.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$430K 0.01%
20,744
-13,286
777
$429K 0.01%
9,642
-600
778
$428K 0.01%
17,345
+80
779
$428K 0.01%
16,992
+899
780
$425K 0.01%
2,918
+671
781
$422K 0.01%
+16,400
782
$422K 0.01%
12,249
783
$421K 0.01%
2,477
784
$420K 0.01%
9,016
-69
785
$419K 0.01%
18,004
-15
786
$417K 0.01%
2,220
+240
787
$416K 0.01%
1,228
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788
$416K 0.01%
15,763
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789
$415K 0.01%
8,382
-772
790
$413K 0.01%
19,800
-500
791
$411K 0.01%
3,800
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792
$411K 0.01%
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793
$410K 0.01%
900
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794
$408K 0.01%
4,576
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795
$407K 0.01%
3,897
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796
$406K 0.01%
4,088
+1,806
797
$406K 0.01%
5,339
+3
798
$404K 0.01%
2,500
+554
799
$404K 0.01%
1,545
+151
800
$403K 0.01%
+10,156
30 31
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