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
901
$227K 0.01%
4,088
-181
902
$227K 0.01%
+1,009
903
$226K 0.01%
5,963
-1,444
904
$226K 0.01%
+7,304
905
$225K 0.01%
+9,857
906
$224K 0.01%
2,775
-178
907
$224K 0.01%
6,215
908
$224K 0.01%
5,081
-150
909
$223K 0.01%
+1,952
910
$223K 0.01%
5,537
-3,200
911
$223K 0.01%
652
-234
912
$222K 0.01%
3,576
-5,067
913
$220K 0.01%
9,649
+750
914
$220K 0.01%
9,562
-60
915
$219K 0.01%
6,710
-2,000
916
$219K 0.01%
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917
$219K 0.01%
28,427
-6,563
918
$219K 0.01%
6,128
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919
$218K 0.01%
9,118
-11
920
$216K 0.01%
5,918
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921
$215K 0.01%
+6,893
922
$215K 0.01%
3,657
-89
923
$215K 0.01%
5,148
-1,073
924
$214K 0.01%
+1,967
925
$213K 0.01%
6,193
35 36
37
38 39