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
901
$215K 0.01%
+6,193
902
$215K 0.01%
+6,365
903
$214K 0.01%
+2,085
904
$213K 0.01%
6,096
-2,647
905
$213K 0.01%
+1,437
906
$213K 0.01%
2,570
-131
907
$213K 0.01%
11,631
+772
908
$212K 0.01%
793
+72
909
$212K 0.01%
+2,953
910
$212K 0.01%
+423
911
$210K 0.01%
+1,291
912
$210K 0.01%
+4,357
913
$209K 0.01%
13,665
+2,600
914
$209K 0.01%
+3,464
915
$208K 0.01%
8,174
-18
916
$206K 0.01%
4,381
-137
917
$205K 0.01%
+6,969
918
$205K 0.01%
7,181
-795
919
$204K 0.01%
+3,175
920
$204K 0.01%
+5,878
921
$203K 0.01%
+6,781
922
$203K 0.01%
+282
923
$203K 0.01%
+6,276
924
$203K 0.01%
18,414
+300
925
$201K 0.01%
+8,899
35 36
37
38 39