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
$2.63B
AUM Growth
+$197M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,084
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$6.11M
3
+$5.15M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$4.88M
5
DFUS icon
Dimensional US Equity ETF
DFUS
+$4.56M

Top Sells

1
+$6.72M
2
+$5.33M
3
+$4.8M
4
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$3.67M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$3.12M

Sector Composition

1 Technology 11.14%
2 Financials 6.2%
3 Consumer Discretionary 3.84%
4 Healthcare 3.47%
5 Communication Services 2.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$306K 0.01%
1,889
+114
802
$305K 0.01%
4,832
+1,368
803
$304K 0.01%
+1,772
804
$303K 0.01%
1,573
-107
805
$299K 0.01%
+7,214
806
$298K 0.01%
3,316
-89
807
$297K 0.01%
14,600
808
$296K 0.01%
+2,396
809
$295K 0.01%
23,713
-343
810
$295K 0.01%
3,123
+553
811
$294K 0.01%
5,851
-1,344
812
$294K 0.01%
6,898
-70
813
$293K 0.01%
8,818
-19,299
814
$290K 0.01%
5,687
-1,400
815
$290K 0.01%
761
+154
816
$289K 0.01%
1,595
+110
817
$288K 0.01%
5,005
+106
818
$286K 0.01%
7,345
-181
819
$286K 0.01%
1,614
-100
820
$285K 0.01%
2,788
821
$285K 0.01%
6,677
-1,443
822
$285K 0.01%
836
+44
823
$284K 0.01%
4,734
+139
824
$283K 0.01%
10,733
+1,418
825
$281K 0.01%
6,849
+1,089
31 32
33
34 35