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
$3.49B
AUM Growth
+$39.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,174
New
Increased
Reduced
Closed

Top Buys

1
+$164M
2
+$84.4M
3
+$45.9M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$21M
5
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$20.2M

Top Sells

1
+$252M
2
+$17.3M
3
+$7.12M
4
AAPL icon
Apple
AAPL
+$5.99M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$4.53M

Sector Composition

1 Technology 10.39%
2 Financials 7.31%
3 Healthcare 3.84%
4 Consumer Discretionary 3.29%
5 Communication Services 3.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$374K 0.01%
+10,242
827
$372K 0.01%
14,212
-32,228
828
$371K 0.01%
9,535
-7,593
829
$368K 0.01%
+12,884
830
$368K 0.01%
15,994
+867
831
$368K 0.01%
6,115
-266
832
$367K 0.01%
5,129
+6
833
$367K 0.01%
13,773
834
$366K 0.01%
8,299
835
$365K 0.01%
65,258
+16,101
836
$365K 0.01%
5,025
+329
837
$364K 0.01%
15,002
+1,452
838
$364K 0.01%
4,422
+176
839
$362K 0.01%
9,369
-260
840
$360K 0.01%
12,707
+912
841
$359K 0.01%
6,931
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842
$358K 0.01%
10,359
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843
$356K 0.01%
2,681
-485
844
$355K 0.01%
9,482
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845
$354K 0.01%
7,520
846
$354K 0.01%
11,787
-2,433
847
$354K 0.01%
4,432
+477
848
$352K 0.01%
3,636
-217
849
$352K 0.01%
+17,379
850
$351K 0.01%
+15,130
32 33
34
35 36