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
$2.44B
AUM Growth
+$202M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,021
New
Increased
Reduced
Closed

Top Buys

1
+$37M
2
+$10.3M
3
+$8.63M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$7.17M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$5.14M

Top Sells

1
+$23.6M
2
+$13.8M
3
+$4.82M
4
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$4.11M
5
SPTI icon
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$3.97M

Sector Composition

1 Technology 10.29%
2 Financials 6.32%
3 Consumer Discretionary 3.72%
4 Healthcare 3.59%
5 Communication Services 2.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$257K 0.01%
1,322
+114
827
$254K 0.01%
17,891
-1,203
828
$254K 0.01%
2,438
+199
829
$254K 0.01%
1,916
-415
830
$254K 0.01%
829
-39
831
$253K 0.01%
29,961
-1,930
832
$253K 0.01%
1,323
+146
833
$252K 0.01%
9,413
834
$251K 0.01%
9,315
+1,193
835
$249K 0.01%
5,673
-246
836
$248K 0.01%
4,530
-5,109
837
$248K 0.01%
2,790
-787
838
$247K 0.01%
9,680
-18
839
$247K 0.01%
4,899
+127
840
$246K 0.01%
1,795
+194
841
$246K 0.01%
20,602
-12,484
842
$246K 0.01%
8,212
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843
$245K 0.01%
+5,292
844
$244K 0.01%
4,415
845
$244K 0.01%
5,225
-12,655
846
$243K 0.01%
6,205
+98
847
$242K 0.01%
3,241
848
$240K 0.01%
+1,800
849
$240K 0.01%
6,086
+471
850
$240K 0.01%
9,956
32 33
34
35 36