MA

Mutual Advisors Portfolio holdings

AUM $4B
1-Year Est. Return 14.38%
This Quarter Est. Return
1 Year Est. Return
+14.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.63B
AUM Growth
+$197M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,084
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$6.11M
3
+$5.15M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$4.88M
5
DFUS icon
Dimensional US Equity ETF
DFUS
+$4.56M

Top Sells

1
+$6.72M
2
+$5.33M
3
+$4.8M
4
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$3.67M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$3.12M

Sector Composition

1 Technology 11.14%
2 Financials 6.2%
3 Consumer Discretionary 3.84%
4 Healthcare 3.47%
5 Communication Services 2.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$280K 0.01%
2,474
+36
827
$280K 0.01%
12,725
828
$279K 0.01%
+3,695
829
$277K 0.01%
918
+125
830
$276K 0.01%
+3,518
831
$276K 0.01%
4,781
-501
832
$275K 0.01%
6,922
-47
833
$275K 0.01%
+5,095
834
$274K 0.01%
2,254
-790
835
$274K 0.01%
24,069
-841
836
$273K 0.01%
6,119
+55
837
$273K 0.01%
+4,921
838
$273K 0.01%
11,896
+288
839
$273K 0.01%
4,375
-40
840
$272K 0.01%
5,838
-639
841
$271K 0.01%
9,570
-2,180
842
$271K 0.01%
11,533
-34
843
$271K 0.01%
12,832
-544
844
$270K 0.01%
1,618
-108
845
$270K 0.01%
10,243
846
$269K 0.01%
+8,735
847
$265K 0.01%
1,341
+103
848
$265K 0.01%
+4,900
849
$265K 0.01%
+22,202
850
$262K 0.01%
1,567
+57
32 33
34
35 36