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
876
$227K 0.01%
2,324
+4
877
$226K 0.01%
886
+27
878
$225K 0.01%
+576
879
$225K 0.01%
+891
880
$224K 0.01%
12,595
+2,320
881
$224K 0.01%
8,287
-6,455
882
$224K 0.01%
8,969
-535
883
$222K 0.01%
15,441
-1,347
884
$221K 0.01%
2,827
+254
885
$221K 0.01%
11,577
+321
886
$221K 0.01%
9,622
-420
887
$220K 0.01%
5,231
-75
888
$220K 0.01%
+1,771
889
$220K 0.01%
+6,234
890
$220K 0.01%
9,129
+83
891
$220K 0.01%
5,351
-10,550
892
$219K 0.01%
1,308
+15
893
$218K 0.01%
+1,443
894
$217K 0.01%
+1,177
895
$217K 0.01%
10,425
-12,374
896
$217K 0.01%
+8,698
897
$217K 0.01%
+2,377
898
$216K 0.01%
8,135
-2,301
899
$216K 0.01%
+607
900
$216K 0.01%
2,063
+78
34 35
36
37 38