MA

Mutual Advisors Portfolio holdings

AUM $4B
1-Year Est. Return 14.38%
This Quarter Est. Return
1 Year Est. Return
+14.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.63B
AUM Growth
+$197M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,084
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$6.11M
3
+$5.15M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$4.88M
5
DFUS icon
Dimensional US Equity ETF
DFUS
+$4.56M

Top Sells

1
+$6.72M
2
+$5.33M
3
+$4.8M
4
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$3.67M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$3.12M

Sector Composition

1 Technology 11.14%
2 Financials 6.2%
3 Consumer Discretionary 3.84%
4 Healthcare 3.47%
5 Communication Services 2.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
$261K 0.01%
333
+51
852
$261K 0.01%
1,758
-42
853
$260K 0.01%
4,530
854
$260K 0.01%
9,047
-8,106
855
$259K 0.01%
+19,189
856
$259K 0.01%
5,000
857
$259K 0.01%
4,240
-660
858
$258K 0.01%
+7,765
859
$258K 0.01%
12,828
+1,246
860
$257K 0.01%
3,072
-103
861
$257K 0.01%
5,642
-1,038
862
$257K 0.01%
1,478
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863
$256K 0.01%
6,016
+258
864
$255K 0.01%
+4,381
865
$255K 0.01%
9,413
866
$255K 0.01%
6,276
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867
$252K 0.01%
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868
$251K 0.01%
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$250K 0.01%
14,863
-7,486
870
$250K 0.01%
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871
$249K 0.01%
1,350
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872
$248K 0.01%
+2,045
873
$246K 0.01%
+4,778
874
$245K 0.01%
8,451
-54
875
$244K 0.01%
+2,585
33 34
35
36 37