MA
Mutual Advisors Portfolio holdings
AUM $3.49B
AUM
$3.49B
AUM Growth
+$39.4M (+1%)
Cap. Flow
+$219M
Cap. Flow % of AUM
6.26%
Top 10 Holdings %Top 10 Hldgs %
30.27%
Holding
1,174
New
107
Increased
488
Reduced
432
Closed
94
Top Buys
| 1 | $164M | |
| 2 | $84.4M | |
| 3 | $45.9M | |
| 4 | $21M | |
| 5 | $20.2M |
Top Sells
| 1 | $252M | |
| 2 | $17.3M | |
| 3 | $7.12M | |
| 4 | $5.99M | |
| 5 | $4.53M |
Sector Composition
| 1 | Technology | 10.4% |
| 2 | Financials | 7.31% |
| 3 | Healthcare | 3.84% |
| 4 | Consumer Discretionary | 3.28% |
| 5 | Communication Services | 3.03% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $403K | 0.01% | 16,659 -208 | -1% | -$5.03K | |||
| $402K | 0.01% | 10,913 | New | +$402K | |||
| $402K | 0.01% | 4,042 | – | – | |||
| $401K | 0.01% | 2,750 -445 | -14% | -$64.9K | |||
| $401K | 0.01% | 1,151 +624 | +118% | +$217K | |||
| $400K | 0.01% | 1,578 -709 | -31% | -$180K | |||
| $398K | 0.01% | 3,271 +709 | +28% | +$86.2K | |||
| $394K | 0.01% | 7,196 +1,939 | +37% | +$106K | |||
| $393K | 0.01% | 5,618 +2,197 | +64% | +$154K | |||
| $390K | 0.01% | 4,488 -875 | -16% | -$75.9K | |||
| $389K | 0.01% | 916 +103 | +13% | +$43.7K | |||
| $388K | 0.01% | 2,825 +413 | +17% | +$56.7K | |||
| $387K | 0.01% | 7,776 +2,847 | +58% | +$142K | |||
| $387K | 0.01% | 3,541 +1,245 | +54% | +$136K | |||
| $386K | 0.01% | 9,461 +29 | +0.3% | +$1.18K | |||
| $385K | 0.01% | 4,900 +246 | +5% | +$19.3K | |||
| $382K | 0.01% | 5,695 -412 | -7% | -$27.6K | |||
| $380K | 0.01% | 32,018 | – | – | |||
| $380K | 0.01% | 2,423 -361 | -13% | -$56.6K | |||
| $378K | 0.01% | 2,605 +1,375 | +112% | +$199K | |||
| $377K | 0.01% | 17,951 | New | +$377K | |||
| $377K | 0.01% | 4,594 -18,942 | -80% | -$1.55M | |||
| $377K | 0.01% | 1,644 -92 | -5% | -$21.1K | |||
| $377K | 0.01% | 4,378 +610 | +16% | +$52.5K | |||
| $375K | 0.01% | 4,606 +430 | +10% | +$35K |
