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
$2.44B
AUM Growth
+$202M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,021
New
Increased
Reduced
Closed

Top Buys

1
+$37M
2
+$10.3M
3
+$8.63M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$7.17M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$5.14M

Top Sells

1
+$23.6M
2
+$13.8M
3
+$4.82M
4
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$4.11M
5
SPTI icon
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$3.97M

Sector Composition

1 Technology 10.29%
2 Financials 6.32%
3 Consumer Discretionary 3.72%
4 Healthcare 3.59%
5 Communication Services 2.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
$239K 0.01%
3,021
-1,349
852
$239K 0.01%
8,505
+734
853
$239K 0.01%
3,403
+9
854
$239K 0.01%
+533
855
$237K 0.01%
5,760
+724
856
$237K 0.01%
1,382
+13
857
$236K 0.01%
+5,914
858
$236K 0.01%
+4,938
859
$236K 0.01%
11,582
-250
860
$235K 0.01%
1,936
+262
861
$235K 0.01%
+5,758
862
$235K 0.01%
13,386
+2,588
863
$235K 0.01%
1,775
-106
864
$235K 0.01%
792
+78
865
$234K 0.01%
3,746
+172
866
$233K 0.01%
8,856
-10,315
867
$233K 0.01%
5,094
-1,301
868
$233K 0.01%
18,191
869
$230K 0.01%
6,215
+743
870
$229K 0.01%
+2,500
871
$229K 0.01%
2,409
+5
872
$228K 0.01%
2,719
+12
873
$228K 0.01%
1,611
-15
874
$228K 0.01%
1,510
+146
875
$228K 0.01%
+1,238
33 34
35
36 37