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
$1.78B
AUM Growth
-$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
952
New
Increased
Reduced
Closed

Top Buys

1
+$10M
2
+$5.31M
3
+$3.55M
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$3.23M
5
SPTI icon
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$3.14M

Top Sells

1
+$10.5M
2
+$10.1M
3
+$8.28M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$7.56M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$7.46M

Sector Composition

1 Technology 12.91%
2 Financials 4.95%
3 Consumer Discretionary 4.8%
4 Healthcare 4.03%
5 Communication Services 3.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$220K 0.01%
16,918
+3,410
802
$219K 0.01%
+5,761
803
$218K 0.01%
7,345
+19
804
$218K 0.01%
9,805
-1,600
805
$218K 0.01%
+30,608
806
$217K 0.01%
+1,103
807
$216K 0.01%
23,934
-798
808
$215K 0.01%
841
+31
809
$212K 0.01%
+12,340
810
$211K 0.01%
1,853
+12
811
$210K 0.01%
2,731
+301
812
$210K 0.01%
3,910
-100
813
$210K 0.01%
9,476
814
$209K 0.01%
6,600
-950
815
$209K 0.01%
+5,566
816
$208K 0.01%
+2,518
817
$208K 0.01%
4,001
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818
$207K 0.01%
5,493
-95
819
$207K 0.01%
+1,349
820
$205K 0.01%
1,202
-444
821
$205K 0.01%
+2,622
822
$204K 0.01%
415
-89
823
$203K 0.01%
18,941
+5,116
824
$202K 0.01%
273
+6
825
$202K 0.01%
+5,482
31 32
33
34 35