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
876
$200K 0.01%
7,771
-6,818
877
$200K 0.01%
+5,615
878
$183K 0.01%
+10,275
879
$180K 0.01%
17,279
-3,256
880
$168K 0.01%
+11,065
881
$164K 0.01%
10,000
882
$163K 0.01%
19,311
-44,104
883
$157K 0.01%
16,191
-296
884
$151K 0.01%
+12,952
885
$149K 0.01%
5,770
+57
886
$146K 0.01%
7,150
-7,157
887
$145K 0.01%
16,000
-14,000
888
$139K 0.01%
81
-183
889
$137K 0.01%
10,798
-20,445
890
$133K 0.01%
75,570
891
$127K 0.01%
10,245
-5,213
892
$124K 0.01%
12,300
-2,900
893
$117K 0.01%
+1,709
894
$114K 0.01%
+18,191
895
$113K 0.01%
+11,950
896
$112K 0.01%
13,955
-5,518
897
$110K ﹤0.01%
+10,092
898
$105K ﹤0.01%
12,250
+208
899
$81.7K ﹤0.01%
16,207
900
$72.1K ﹤0.01%
33,370
34 35
36
37 38