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
$1.69B
AUM Growth
+$3.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
913
New
Increased
Reduced
Closed

Top Buys

1
+$9.83M
2
+$6.45M
3
+$6.04M
4
TLTD icon
FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund
TLTD
+$4.64M
5
FJUN icon
FT Vest US Equity Buffer ETF June
FJUN
+$4.46M

Top Sells

1
+$10.4M
2
+$10.3M
3
+$7.75M
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$6.92M
5
XLSR icon
State Street US Sector Rotation ETF
XLSR
+$6.38M

Sector Composition

1 Technology 11.92%
2 Consumer Discretionary 5%
3 Financials 4.83%
4 Communication Services 4.57%
5 Healthcare 3.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$205K 0.01%
5,359
827
$204K 0.01%
3,702
-714
828
$203K 0.01%
2,250
+18
829
$202K 0.01%
+3,277
830
$201K 0.01%
+1,907
831
$201K 0.01%
4,485
-4,375
832
$200K 0.01%
16,724
833
$199K 0.01%
16,283
+5,388
834
$198K 0.01%
7,807
+625
835
$191K 0.01%
14,130
-596
836
$191K 0.01%
15,649
-177
837
$188K 0.01%
13,815
-1,421
838
$175K 0.01%
+16,147
839
$172K 0.01%
16,114
+2,400
840
$168K 0.01%
+10,116
841
$166K 0.01%
+11,283
842
$160K 0.01%
+14,093
843
$157K 0.01%
+5,100
844
$155K 0.01%
21,806
+11,206
845
$147K 0.01%
+10,687
846
$142K 0.01%
13,321
-5,575
847
$135K 0.01%
10,940
848
$131K 0.01%
11,170
+11
849
$128K 0.01%
14,011
+56
850
$120K 0.01%
+11,231
32 33
34
35 36