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
$2.23B
AUM Growth
+$293M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
990
New
Increased
Reduced
Closed

Top Buys

1
+$26.7M
2
+$14.6M
3
+$14.2M
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$9.29M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$8.42M

Top Sells

1
+$5.66M
2
+$4.74M
3
+$4.38M
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$4.01M
5
PSQ icon
ProShares Short QQQ
PSQ
+$3.59M

Sector Composition

1 Technology 9.15%
2 Financials 7.05%
3 Healthcare 3.86%
4 Consumer Discretionary 3.56%
5 Energy 2.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$229K 0.01%
+1,637
827
$228K 0.01%
10,042
-490
828
$228K 0.01%
+859
829
$227K 0.01%
6,737
-1,000
830
$227K 0.01%
+8,122
831
$227K 0.01%
+2,404
832
$226K 0.01%
3,519
-3,158
833
$225K 0.01%
3,574
+39
834
$224K 0.01%
+1,293
835
$224K 0.01%
+2,746
836
$224K 0.01%
+9,766
837
$224K 0.01%
5,860
-106
838
$223K 0.01%
8,949
+186
839
$223K 0.01%
+2,707
840
$222K 0.01%
+1,601
841
$222K 0.01%
1,177
-259
842
$221K 0.01%
+6,107
843
$221K 0.01%
+692
844
$220K 0.01%
+5,306
845
$217K 0.01%
7,976
-1,430
846
$216K 0.01%
+1,238
847
$215K 0.01%
9,657
-1,053
848
$215K 0.01%
+7,600
849
$215K 0.01%
+9,046
850
$215K 0.01%
4,415
32 33
34
35 36