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
$2.23B
AUM Growth
+$293M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
990
New
Increased
Reduced
Closed

Top Buys

1
+$26.7M
2
+$14.6M
3
+$14.2M
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$9.29M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$8.42M

Top Sells

1
+$5.66M
2
+$4.74M
3
+$4.38M
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$4.01M
5
PSQ icon
ProShares Short QQQ
PSQ
+$3.59M

Sector Composition

1 Technology 9.15%
2 Financials 7.05%
3 Healthcare 3.86%
4 Consumer Discretionary 3.56%
5 Energy 2.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
$215K 0.01%
+714
852
$214K 0.01%
+1,985
853
$214K 0.01%
+5,090
854
$213K 0.01%
+1,769
855
$212K 0.01%
4,168
-326
856
$211K 0.01%
+7,822
857
$211K 0.01%
9,184
-2,343
858
$211K 0.01%
+2,672
859
$210K 0.01%
+2,930
860
$208K 0.01%
+4,518
861
$207K 0.01%
18,609
-2,902
862
$207K 0.01%
+2,320
863
$206K 0.01%
+2,573
864
$206K 0.01%
5,036
-497
865
$205K 0.01%
+8,192
866
$205K 0.01%
+1,278
867
$205K 0.01%
7,206
-1,783
868
$205K 0.01%
31,891
-12,486
869
$204K 0.01%
+4,986
870
$204K 0.01%
18,114
-8,780
871
$203K 0.01%
10,850
-9,000
872
$202K 0.01%
+4,997
873
$202K 0.01%
+2,033
874
$202K 0.01%
+5,211
875
$202K 0.01%
+2,701
33 34
35
36 37