MA
Mutual Advisors Portfolio holdings
AUM
$4B
1-Year Return
14.38%
This Quarter Return
+5.94%
1 Year Return
+14.38%
3 Year Return
+52.75%
5 Year Return
+91.66%
10 Year Return
–
AUM
$2.44B
AUM Growth
+$202M
(+9%)
Cap. Flow
+$96.7M
Cap. Flow
% of AUM
3.97%
Top 10 Holdings %
Top 10 Hldgs %
26.57%
Holding
1,021
New
107
Increased
452
Reduced
372
Closed
53
Top Buys
| 1 |
iShares Short Treasury Bond ETF
SHV
|
$37M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$10.3M |
| 3 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
$8.63M |
| 4 |
Invesco QQQ Trust
QQQ
|
$7.17M |
| 5 |
Vanguard Dividend Appreciation ETF
VIG
|
$5.14M |
Top Sells
Sector Composition
| 1 | Technology | 10.29% |
| 2 | Financials | 6.32% |
| 3 | Consumer Discretionary | 3.72% |
| 4 | Healthcare | 3.59% |
| 5 | Communication Services | 2.8% |
