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
926
$213K 0.01%
12,114
-481
927
$212K 0.01%
+3,410
928
$211K 0.01%
+4,207
929
$210K 0.01%
5,666
-212
930
$210K 0.01%
5,965
-131
931
$210K 0.01%
+2,302
932
$210K 0.01%
+2,408
933
$207K 0.01%
+3,380
934
$206K 0.01%
+3,730
935
$206K 0.01%
2,016
-484
936
$205K 0.01%
4,408
+27
937
$205K 0.01%
8,174
938
$205K 0.01%
7,181
939
$205K 0.01%
+14,447
940
$205K 0.01%
+2,012
941
$204K 0.01%
+10,446
942
$203K 0.01%
+5,800
943
$203K 0.01%
431
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944
$202K 0.01%
+863
945
$202K 0.01%
+4,166
946
$201K 0.01%
+8,659
947
$201K 0.01%
+1,095
948
$201K 0.01%
+3,208
949
$200K 0.01%
+534
950
$200K 0.01%
3,155
-248
36 37
38
39 40