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
$1.69B
AUM Growth
+$3.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
913
New
Increased
Reduced
Closed

Top Buys

1
+$9.83M
2
+$6.45M
3
+$6.04M
4
TLTD icon
FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund
TLTD
+$4.64M
5
FJUN icon
FT Vest US Equity Buffer ETF June
FJUN
+$4.46M

Top Sells

1
+$10.4M
2
+$10.3M
3
+$7.75M
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$6.92M
5
XLSR icon
State Street US Sector Rotation ETF
XLSR
+$6.38M

Sector Composition

1 Technology 11.92%
2 Consumer Discretionary 5%
3 Financials 4.83%
4 Communication Services 4.57%
5 Healthcare 3.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$214K 0.01%
13,487
+2,020
802
$213K 0.01%
9,546
803
$213K 0.01%
+9,081
804
$213K 0.01%
1,066
-216
805
$213K 0.01%
4,408
806
$213K 0.01%
+4,313
807
$212K 0.01%
+2,123
808
$212K 0.01%
6,806
809
$212K 0.01%
3,790
-110
810
$212K 0.01%
+2,983
811
$212K 0.01%
+605
812
$211K 0.01%
17,569
+6,596
813
$210K 0.01%
266
814
$209K 0.01%
529
+85
815
$209K 0.01%
+7,013
816
$208K 0.01%
+6,117
817
$207K 0.01%
4,128
-734
818
$207K 0.01%
+5,070
819
$207K 0.01%
+529
820
$206K 0.01%
+6,425
821
$206K 0.01%
+9,201
822
$206K 0.01%
7,680
-8
823
$206K 0.01%
8,223
+36
824
$205K 0.01%
3,291
-403
825
$205K 0.01%
+4,871
31 32
33
34 35