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
876
$330K 0.01%
10,603
+640
877
$330K 0.01%
12,956
+1,786
878
$329K 0.01%
8,592
+2,327
879
$327K 0.01%
4,520
880
$325K 0.01%
29,335
+1,457
881
$325K 0.01%
32,059
-370
882
$322K 0.01%
1,442
+9
883
$321K 0.01%
507
+196
884
$320K 0.01%
72,470
-37,523
885
$320K 0.01%
8,962
-1,488
886
$318K 0.01%
4,890
-50
887
$317K 0.01%
1,605
-82
888
$316K 0.01%
6,367
+319
889
$315K 0.01%
5,212
+1,500
890
$313K 0.01%
12,886
-52
891
$311K 0.01%
1,469
-1,246
892
$310K 0.01%
4,531
-298
893
$310K 0.01%
1,293
+152
894
$309K 0.01%
2,147
+15
895
$309K 0.01%
9,117
896
$308K 0.01%
3,361
-5,016
897
$306K 0.01%
12,407
-161
898
$306K 0.01%
3,563
899
$306K 0.01%
2,552
-625
900
$306K 0.01%
4,967
+1,032
34 35
36
37 38