MA

Mutual Advisors Portfolio holdings

AUM $4.66B
1-Year Est. Return 17.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.66B
AUM Growth
-$2.87M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,395
New
Increased
Reduced
Closed

Top Buys

1
+$16.3M
2
+$15M
3
+$8.35M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$8.02M
5
HFSI
Hartford Strategic Income ETF
HFSI
+$7.9M

Top Sells

1
+$18.6M
2
+$8.68M
3
+$8.56M
4
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$8.14M
5
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$8.03M

Sector Composition

1 Technology 10.46%
2 Financials 5.82%
3 Healthcare 3.3%
4 Communication Services 3.16%
5 Industrials 2.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GRAB icon
951
Grab
GRAB
$13.8B
$429K 0.01%
117,193
-16
VAW icon
952
Vanguard Materials ETF
VAW
$3.03B
$428K 0.01%
1,900
-60
RBC icon
953
RBC Bearings
RBC
$18.5B
$427K 0.01%
+787
NMZ icon
954
Nuveen Municipal High Income Opportunity Fund
NMZ
$1.19B
$426K 0.01%
41,018
+20,331
EBC icon
955
Eastern Bankshares
EBC
$4.29B
$425K 0.01%
21,719
+3,221
WEAT icon
956
Teucrium Wheat Fund
WEAT
$311M
$425K 0.01%
+18,020
HWM icon
957
Howmet Aerospace
HWM
$101B
$423K 0.01%
1,835
+5
HQY icon
958
HealthEquity
HQY
$7.43B
$422K 0.01%
5,055
-50
ALC icon
959
Alcon
ALC
$32.6B
$422K 0.01%
5,603
+9
NLR icon
960
VanEck Uranium + Nuclear Energy ETF
NLR
$4.48B
$422K 0.01%
3,169
+848
ISRG icon
961
Intuitive Surgical
ISRG
$150B
$422K 0.01%
915
-52
TWI icon
962
Titan International
TWI
$472M
$421K 0.01%
60,984
-52,393
WSO icon
963
Watsco Inc
WSO
$15B
$421K 0.01%
1,158
+4
FDS icon
964
Factset
FDS
$9.33B
$421K 0.01%
1,940
+198
AKAM icon
965
Akamai
AKAM
$21.6B
$418K 0.01%
3,640
FTXN icon
966
First Trust Nasdaq Oil & Gas ETF
FTXN
$971M
$418K 0.01%
10,822
+33
CUBE icon
967
CubeSmart
CUBE
$9.15B
$417K 0.01%
11,390
-25
XSMO icon
968
Invesco S&P SmallCap Momentum ETF
XSMO
$2.82B
$417K 0.01%
5,491
+475
DFUS icon
969
Dimensional US Equity ETF
DFUS
$20.4B
$416K 0.01%
5,862
+2,341
BBLU icon
970
EA Bridgeway Blue Chip ETF
BBLU
$428M
$416K 0.01%
28,155
+659
IBDU icon
971
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
$3.77B
$415K 0.01%
17,840
-128
GAPR icon
972
FT Vest US Equity Moderate Buffer ETF April
GAPR
$285M
$415K 0.01%
10,242
CLIP icon
973
Global X 1-3 Month T-Bill ETF
CLIP
$2.82B
$414K 0.01%
4,121
-1,264
LUV icon
974
Southwest Airlines
LUV
$20.2B
$413K 0.01%
10,985
-880
GNOV icon
975
FT Vest US Equity Moderate Buffer ETF November
GNOV
$303M
$412K 0.01%
10,582
37 38
39
40 41