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
$1.69B
AUM Growth
+$3.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
913
New
Increased
Reduced
Closed

Top Buys

1
+$9.83M
2
+$6.45M
3
+$6.04M
4
TLTD icon
FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund
TLTD
+$4.64M
5
FJUN icon
FT Vest US Equity Buffer ETF June
FJUN
+$4.46M

Top Sells

1
+$10.4M
2
+$10.3M
3
+$7.75M
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$6.92M
5
XLSR icon
State Street US Sector Rotation ETF
XLSR
+$6.38M

Sector Composition

1 Technology 11.92%
2 Consumer Discretionary 5%
3 Financials 4.83%
4 Communication Services 4.57%
5 Healthcare 3.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
– –
-11,953
877
– –
-3,721
878
– –
-39,736
879
– –
-29,829
880
– –
-13,886
881
– –
-3,900
882
– –
-59,045
883
– –
-4,742
884
– –
-2,016
885
– –
-73,244
886
– –
-28,023
887
– –
-34,818
888
– –
-12,140
889
– –
-85,395
890
– –
-16,024
891
– –
-10,650
892
– –
-49,281
893
– –
-4,807
894
– –
-1,207
895
– –
-2,995
896
– –
-4,449
897
– –
-5,871
898
– –
-1,280
899
– –
-12,033
900
– –
-561
33 34 35
36
37