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
876
$243K 0.01%
7,132
+351
877
$243K 0.01%
14,644
+1,258
878
$242K 0.01%
+2,873
879
$242K 0.01%
3,226
-15
880
$242K 0.01%
17,767
-124
881
$242K 0.01%
9,592
-88
882
$241K 0.01%
585
+52
883
$239K 0.01%
5,225
884
$239K 0.01%
16,138
+2,473
885
$239K 0.01%
4,992
+54
886
$238K 0.01%
5,134
-1,034
887
$236K 0.01%
9,956
888
$236K 0.01%
3,757
-1,054
889
$236K 0.01%
+1,152
890
$235K 0.01%
+1,162
891
$235K 0.01%
+10,578
892
$235K 0.01%
8,474
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893
$234K 0.01%
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894
$232K 0.01%
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895
$232K 0.01%
11,579
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896
$231K 0.01%
1,363
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897
$230K 0.01%
9,766
-7,776
898
$230K 0.01%
8,577
+365
899
$230K 0.01%
2,100
+37
900
$229K 0.01%
8,707
-149
34 35
36
37 38