MA
Mutual Advisors Portfolio holdings
AUM $3.49B
AUM
$3.49B
AUM Growth
+$39.4M (+1%)
Cap. Flow
+$219M
Cap. Flow % of AUM
6.26%
Top 10 Holdings %Top 10 Hldgs %
30.27%
Holding
1,174
New
107
Increased
488
Reduced
432
Closed
94
Top Buys
| 1 | $164M | |
| 2 | $84.4M | |
| 3 | $45.9M | |
| 4 | $21M | |
| 5 | $20.2M |
Top Sells
| 1 | $252M | |
| 2 | $17.3M | |
| 3 | $7.12M | |
| 4 | $5.99M | |
| 5 | $4.53M |
Sector Composition
| 1 | Technology | 10.4% |
| 2 | Financials | 7.31% |
| 3 | Healthcare | 3.84% |
| 4 | Consumer Discretionary | 3.28% |
| 5 | Communication Services | 3.03% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $351K | 0.01% | 15,978 +2,150 | +16% | +$47.2K | |||
| $350K | 0.01% | 8,444 +1,252 | +17% | +$51.9K | |||
| $350K | 0.01% | 2,442 -439 | -15% | -$62.9K | |||
| $344K | 0.01% | 5,219 -355 | -6% | -$23.4K | |||
| $343K | 0.01% | 3,423 +57 | +2% | +$5.7K | |||
| $341K | 0.01% | 14,694 -2,202 | -13% | -$51.2K | |||
| $341K | 0.01% | 12,989 +168 | +1% | +$4.42K | |||
| $341K | 0.01% | 9,334 | New | +$341K | |||
| $341K | 0.01% | 4,694 +397 | +9% | +$28.8K | |||
| $341K | 0.01% | 1,262 +94 | +8% | +$25.4K | |||
| $340K | 0.01% | 775 -78 | -9% | -$34.2K | |||
| $340K | 0.01% | 7,098 -605 | -8% | -$29K | |||
| $340K | 0.01% | 18,036 +447 | +3% | +$8.42K | |||
| $339K | 0.01% | 8,575 | New | +$339K | |||
| $338K | 0.01% | 6,963 +27 | +0.4% | +$1.31K | |||
| $337K | 0.01% | 4,418 -72 | -2% | -$5.5K | |||
| $337K | 0.01% | 11,851 +2,050 | +21% | +$58.3K | |||
| $336K | 0.01% | 7,815 -2,260 | -22% | -$97.1K | |||
| $333K | 0.01% | 5,424 +242 | +5% | +$14.9K | |||
| $333K | 0.01% | 2,254 | – | – | |||
| $332K | 0.01% | 1,148 +68 | +6% | +$19.7K | |||
| $332K | 0.01% | 6,879 +1,362 | +25% | +$65.7K | |||
| $331K | 0.01% | 12,925 +3,109 | +32% | +$79.6K | |||
| $331K | 0.01% | 6,665 | New | +$331K | |||
| $331K | 0.01% | 5,506 +298 | +6% | +$17.9K |
