MA
Mutual Advisors Portfolio holdings
AUM
$4B
1-Year Return
14.38%
This Quarter Return
+7.97%
1 Year Return
+14.38%
3 Year Return
+52.75%
5 Year Return
+91.66%
10 Year Return
–
AUM
$4B
AUM Growth
+$510M
(+15%)
Cap. Flow
+$168M
Cap. Flow
% of AUM
4.2%
Top 10 Holdings %
Top 10 Hldgs %
28.7%
Holding
1,205
New
126
Increased
614
Reduced
365
Closed
35
Top Buys
| 1 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$18.6M |
| 2 |
iShares 0-5 Year TIPS Bond ETF
STIP
|
+$11.6M |
| 3 |
iShares Ultra Short Duration Bond Active ETF
ICSH
|
+$8.61M |
| 4 |
Invesco S&P 500 Momentum ETF
SPMO
|
+$8.19M |
| 5 |
The Communication Services Select Sector SPDR Fund
XLC
|
+$5.62M |
Top Sells
| 1 |
PIMCO Active Bond Exchange-Traded Fund
BOND
|
+$15.9M |
| 2 |
iShares Core US Aggregate Bond ETF
AGG
|
+$14.5M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
+$11.3M |
| 4 |
iShares Gold Trust
IAU
|
+$5.08M |
| 5 |
Microsoft
MSFT
|
+$4.37M |
Sector Composition
| 1 | Technology | 10.92% |
| 2 | Financials | 6.82% |
| 3 | Healthcare | 3.38% |
| 4 | Consumer Discretionary | 3.34% |
| 5 | Communication Services | 3.18% |
