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
$3.49B
AUM Growth
+$39.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,174
New
Increased
Reduced
Closed

Top Buys

1
+$164M
2
+$84.4M
3
+$45.9M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$21M
5
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$20.2M

Top Sells

1
+$252M
2
+$17.3M
3
+$7.12M
4
AAPL icon
Apple
AAPL
+$5.99M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$4.53M

Sector Composition

1 Technology 10.39%
2 Financials 7.31%
3 Healthcare 3.84%
4 Consumer Discretionary 3.29%
5 Communication Services 3.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
$351K 0.01%
15,978
+2,150
852
$350K 0.01%
8,444
+1,252
853
$350K 0.01%
2,442
-439
854
$344K 0.01%
5,219
-355
855
$343K 0.01%
3,423
+57
856
$341K 0.01%
14,694
-2,202
857
$341K 0.01%
12,989
+168
858
$341K 0.01%
+9,334
859
$341K 0.01%
4,694
+397
860
$341K 0.01%
1,262
+94
861
$340K 0.01%
775
-78
862
$340K 0.01%
7,098
-605
863
$340K 0.01%
18,036
+447
864
$339K 0.01%
+8,575
865
$338K 0.01%
6,963
+27
866
$337K 0.01%
4,418
-72
867
$337K 0.01%
11,851
+2,050
868
$336K 0.01%
7,815
-2,260
869
$333K 0.01%
5,424
+242
870
$333K 0.01%
2,254
871
$332K 0.01%
1,148
+68
872
$332K 0.01%
6,879
+1,362
873
$331K 0.01%
12,925
+3,109
874
$331K 0.01%
+6,665
875
$331K 0.01%
5,506
+298
33 34
35
36 37