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
$1.51B
AUM Growth
-$274M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
910
New
Increased
Reduced
Closed

Top Buys

1
+$9.9M
2
+$6.68M
3
+$4.41M
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$3.71M
5
BUFF icon
Innovator Laddered Allocation Power Buffer ETF
BUFF
+$3.21M

Top Sells

1
+$10.1M
2
+$6.65M
3
+$5.38M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$4.83M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$4.45M

Sector Composition

1 Technology 12.01%
2 Financials 5.07%
3 Healthcare 4.71%
4 Consumer Discretionary 4.04%
5 Communication Services 3.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$150K 0.01%
30,000
802
$147K 0.01%
5,379
-2,006
803
$143K 0.01%
75,570
804
$108K 0.01%
12,189
-6,752
805
$103K 0.01%
10,940
806
$97K 0.01%
32,510
+12,100
807
$76K 0.01%
33,370
808
$72K ﹤0.01%
24,735
-6,200
809
$69K ﹤0.01%
16,107
-62
810
$48K ﹤0.01%
20,508
-2,036
811
$48K ﹤0.01%
17,263
-2,291
812
$46K ﹤0.01%
10,100
-7,900
813
$46K ﹤0.01%
247
814
$21K ﹤0.01%
+25
815
$18K ﹤0.01%
5,540
816
$15K ﹤0.01%
596
-2,588
817
$15K ﹤0.01%
+23
818
$12K ﹤0.01%
48
819
$9K ﹤0.01%
2
820
$8K ﹤0.01%
50
821
$7K ﹤0.01%
+11,669
822
– –
-5,924
823
– –
-6,016
824
– –
-719
825
– –
-1,885
31 32
33
34 35