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
$3.49B
AUM Growth
+$39.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,174
New
Increased
Reduced
Closed

Top Buys

1
+$164M
2
+$84.4M
3
+$45.9M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$21M
5
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$20.2M

Top Sells

1
+$252M
2
+$17.3M
3
+$7.12M
4
AAPL icon
Apple
AAPL
+$5.99M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$4.53M

Sector Composition

1 Technology 10.39%
2 Financials 7.31%
3 Healthcare 3.84%
4 Consumer Discretionary 3.29%
5 Communication Services 3.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$403K 0.01%
16,659
-208
802
$402K 0.01%
+10,913
803
$402K 0.01%
4,042
804
$401K 0.01%
2,750
-445
805
$401K 0.01%
1,151
+624
806
$400K 0.01%
1,578
-709
807
$398K 0.01%
3,304
+716
808
$394K 0.01%
7,196
+1,939
809
$393K 0.01%
5,618
+2,197
810
$390K 0.01%
4,488
-875
811
$389K 0.01%
916
+103
812
$388K 0.01%
2,825
+413
813
$387K 0.01%
7,776
+2,847
814
$387K 0.01%
3,541
+1,245
815
$386K 0.01%
9,461
+29
816
$385K 0.01%
4,900
+246
817
$382K 0.01%
5,695
-412
818
$380K 0.01%
32,018
819
$380K 0.01%
2,423
-361
820
$378K 0.01%
2,605
+1,375
821
$377K 0.01%
+17,951
822
$377K 0.01%
4,594
-18,942
823
$377K 0.01%
1,644
-92
824
$377K 0.01%
4,378
+610
825
$375K 0.01%
4,606
+430
31 32
33
34 35