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
901
$306K 0.01%
8,258
+405
902
$305K 0.01%
8,192
-6,849
903
$303K 0.01%
7,354
+130
904
$303K 0.01%
1,230
+101
905
$303K 0.01%
+13,223
906
$303K 0.01%
+3,837
907
$299K 0.01%
8,130
+900
908
$298K 0.01%
7,238
909
$292K 0.01%
2,565
-33
910
$289K 0.01%
+1,538
911
$287K 0.01%
5,185
-220
912
$286K 0.01%
1,134
-83
913
$285K 0.01%
1,101
-953
914
$283K 0.01%
9,011
+263
915
$282K 0.01%
15,272
-8,713
916
$281K 0.01%
+2,485
917
$280K 0.01%
975
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918
$279K 0.01%
5,722
-296
919
$274K 0.01%
5,426
-335
920
$274K 0.01%
4,460
-7,699
921
$273K 0.01%
1,112
+307
922
$272K 0.01%
+1,209
923
$272K 0.01%
4,621
924
$272K 0.01%
1,376
-55
925
$272K 0.01%
1,395
-665
35 36
37
38 39