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
$1.68B
AUM Growth
+$225M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
868
New
Increased
Reduced
Closed

Top Buys

1
+$11.9M
2
+$9.19M
3
+$9.06M
4
ROUS icon
Hartford Multifactor US Equity ETF
ROUS
+$8.9M
5
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$7.76M

Top Sells

1
+$7.58M
2
+$7.56M
3
+$7.1M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$6.95M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$6.57M

Sector Composition

1 Technology 11.58%
2 Consumer Discretionary 5.04%
3 Financials 4.57%
4 Communication Services 4.53%
5 Healthcare 3.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$142K 0.01%
32,481
-1,610
802
$134K 0.01%
+10,895
803
$134K 0.01%
18,896
804
$133K 0.01%
11,159
+292
805
$130K 0.01%
+10,973
806
$129K 0.01%
20,546
+6,000
807
$118K 0.01%
+27
808
$116K 0.01%
+10,940
809
$113K 0.01%
12,140
-5,300
810
$110K 0.01%
13,955
+300
811
$95K 0.01%
24,369
-2,117
812
$90K 0.01%
19,400
-3,400
813
$89K 0.01%
11,953
-1,192
814
$85K 0.01%
4,449
-446
815
$81K ﹤0.01%
14,700
-900
816
$79K ﹤0.01%
+11,100
817
$71K ﹤0.01%
+10,600
818
$42K ﹤0.01%
18,800
+500
819
$38K ﹤0.01%
3,960
+1,000
820
$36K ﹤0.01%
2
821
– –
-773
822
– –
-10,554
823
– –
-76,372
824
– –
-6,108
825
– –
-8,117
31 32
33
34 35