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
$1.78B
AUM Growth
-$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
952
New
Increased
Reduced
Closed

Top Buys

1
+$10M
2
+$5.31M
3
+$3.55M
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$3.23M
5
SPTI icon
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$3.14M

Top Sells

1
+$10.5M
2
+$10.1M
3
+$8.28M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$7.56M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$7.46M

Sector Composition

1 Technology 12.91%
2 Financials 4.95%
3 Consumer Discretionary 4.8%
4 Healthcare 4.03%
5 Communication Services 3.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$202K 0.01%
2,091
+551
827
$202K 0.01%
1,186
+31
828
$202K 0.01%
4,016
+1,232
829
$201K 0.01%
+618
830
$201K 0.01%
+604
831
$201K 0.01%
1,531
-4
832
$201K 0.01%
3,008
-820
833
$201K 0.01%
+7,243
834
$200K 0.01%
+3,964
835
$200K 0.01%
3,846
+96
836
$191K 0.01%
10,000
837
$191K 0.01%
3,184
+928
838
$186K 0.01%
16,724
839
$185K 0.01%
6,561
-646
840
$168K 0.01%
+30,935
841
$165K 0.01%
75,570
842
$151K 0.01%
10,940
843
$124K 0.01%
13,658
+71
844
$123K 0.01%
13,357
+10
845
$115K 0.01%
18,000
-5,576
846
$108K 0.01%
20,410
+1,700
847
$106K 0.01%
+22,544
848
$105K 0.01%
10,487
-9,100
849
$93K 0.01%
33,370
850
$88K ﹤0.01%
+23,500
32 33
34
35 36