MA

Mutual Advisors Portfolio holdings

AUM $4.66B
1-Year Est. Return 17.21%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.21%
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
+$9.88M
2
+$6.63M
3
+$6.28M
4
TLTD icon
FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund
TLTD
+$4.76M
5
FJUN icon
FT Vest US Equity Buffer ETF June
FJUN
+$4.5M

Top Sells

1
+$10.8M
2
+$10.8M
3
+$7.89M
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$7.12M
5
XLSR icon
State Street US Sector Rotation ETF
XLSR
+$6.38M

Sector Composition

1 Technology 11.9%
2 Consumer Discretionary 5%
3 Financials 4.84%
4 Communication Services 4.57%
5 Healthcare 3.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
901
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902
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903
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904
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-34,818
905
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906
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-85,395
907
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-16,024
908
– –
-10,650
909
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-49,281
910
– –
-4,807
911
– –
-1,207
912
– –
-143,570
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