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
926
$271K 0.01%
+3,665
927
$271K 0.01%
7,133
-1,270
928
$269K 0.01%
4,144
-3,155
929
$268K 0.01%
+10,656
930
$266K 0.01%
+2,485
931
$266K 0.01%
3,498
-218
932
$265K 0.01%
1,871
+408
933
$263K 0.01%
1,662
-419
934
$263K 0.01%
+191
935
$263K 0.01%
5,082
-8
936
$262K 0.01%
81,200
-105,841
937
$262K 0.01%
2,554
-112
938
$262K 0.01%
6,534
-5,400
939
$262K 0.01%
+14,264
940
$260K 0.01%
5,090
+1
941
$260K 0.01%
6,534
-106
942
$260K 0.01%
6,212
+498
943
$259K 0.01%
7,898
-1,336
944
$258K 0.01%
+777
945
$257K 0.01%
+2,182
946
$256K 0.01%
+3,873
947
$255K 0.01%
7,178
-474
948
$255K 0.01%
5,000
949
$253K 0.01%
1,949
950
$251K 0.01%
3,228
36 37
38
39 40