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
$2.44B
AUM Growth
+$202M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,021
New
Increased
Reduced
Closed

Top Buys

1
+$37M
2
+$10.3M
3
+$8.63M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$7.17M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$5.14M

Top Sells

1
+$23.6M
2
+$13.8M
3
+$4.82M
4
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$4.11M
5
SPTI icon
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$3.97M

Sector Composition

1 Technology 10.29%
2 Financials 6.32%
3 Consumer Discretionary 3.72%
4 Healthcare 3.59%
5 Communication Services 2.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$277K 0.01%
17,817
-792
802
$277K 0.01%
9,454
-20,512
803
$276K 0.01%
5,031
-84
804
$276K 0.01%
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805
$275K 0.01%
1,211
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806
$273K 0.01%
10,243
-17
807
$272K 0.01%
7,526
808
$272K 0.01%
12,725
809
$271K 0.01%
8,710
-5,200
810
$271K 0.01%
6,680
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811
$269K 0.01%
1,570
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812
$269K 0.01%
5,440
-8,860
813
$269K 0.01%
+6,064
814
$269K 0.01%
1,680
+29
815
$268K 0.01%
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816
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817
$265K 0.01%
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818
$264K 0.01%
6,221
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819
$262K 0.01%
7,407
820
$261K 0.01%
5,000
821
$261K 0.01%
+1,485
822
$260K 0.01%
4,294
823
$259K 0.01%
+4,595
824
$258K 0.01%
11,608
+213
825
$258K 0.01%
1,775
+138
31 32
33
34 35