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
$1.78B
AUM Growth
-$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
952
New
Increased
Reduced
Closed

Top Buys

1
+$10M
2
+$5.31M
3
+$3.55M
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$3.23M
5
SPTI icon
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$3.14M

Top Sells

1
+$10.5M
2
+$10.1M
3
+$8.28M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$7.56M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$7.46M

Sector Composition

1 Technology 12.91%
2 Financials 4.95%
3 Consumer Discretionary 4.8%
4 Healthcare 4.03%
5 Communication Services 3.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
$82K ﹤0.01%
16,169
-100,834
852
$66K ﹤0.01%
19,554
+587
853
$39K ﹤0.01%
+10,233
854
$39K ﹤0.01%
5,540
-920
855
$24K ﹤0.01%
247
+13
856
$17K ﹤0.01%
2
857
$16K ﹤0.01%
+48
858
$15K ﹤0.01%
+50
859
$8K ﹤0.01%
13,800
860
– –
-8,420
861
– –
-6,560
862
– –
-8,734
863
– –
-511
864
– –
-9,546
865
– –
-71,141
866
– –
-12,650
867
– –
-1,269
868
– –
-16,147
869
– –
-39,325
870
– –
-5,955
871
– –
-6,405
872
– –
-851
873
– –
-16,549
874
– –
-55,070
875
– –
-762
33 34
35
36 37