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
$2.23B
AUM Growth
+$293M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
990
New
Increased
Reduced
Closed

Top Buys

1
+$26.7M
2
+$14.6M
3
+$14.2M
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$9.29M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$8.42M

Top Sells

1
+$5.66M
2
+$4.74M
3
+$4.38M
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$4.01M
5
PSQ icon
ProShares Short QQQ
PSQ
+$3.59M

Sector Composition

1 Technology 9.15%
2 Financials 7.05%
3 Healthcare 3.86%
4 Consumer Discretionary 3.56%
5 Energy 2.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$248K 0.01%
+7,407
802
$248K 0.01%
+5,448
803
$247K 0.01%
5,472
804
$246K 0.01%
+1,674
805
$244K 0.01%
9,698
806
$244K 0.01%
1,738
-204
807
$244K 0.01%
+8,597
808
$244K 0.01%
+1,235
809
$242K 0.01%
+868
810
$241K 0.01%
+3,241
811
$239K 0.01%
1,364
-7
812
$239K 0.01%
27,918
+3,013
813
$239K 0.01%
11,395
+162
814
$238K 0.01%
721
+68
815
$238K 0.01%
9,948
-6,807
816
$237K 0.01%
11,256
-1,076
817
$235K 0.01%
+9,682
818
$235K 0.01%
+5,215
819
$234K 0.01%
8,450
+250
820
$234K 0.01%
4,923
-4,033
821
$234K 0.01%
+3,394
822
$231K 0.01%
9,504
823
$230K 0.01%
2,239
-1,166
824
$229K 0.01%
+1,038
825
$229K 0.01%
5,515
31 32
33
34 35