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
$2.44B
AUM Growth
+$202M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,021
New
Increased
Reduced
Closed

Top Buys

1
+$37M
2
+$10.3M
3
+$8.63M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$7.17M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$5.14M

Top Sells

1
+$23.6M
2
+$13.8M
3
+$4.82M
4
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$4.11M
5
SPTI icon
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$3.97M

Sector Composition

1 Technology 10.29%
2 Financials 6.32%
3 Consumer Discretionary 3.72%
4 Healthcare 3.59%
5 Communication Services 2.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
951
$90.6K ﹤0.01%
+17,449
952
$72.4K ﹤0.01%
33,370
953
$72.2K ﹤0.01%
+24,899
954
$69.7K ﹤0.01%
16,207
955
$61.1K ﹤0.01%
10,100
956
$59.9K ﹤0.01%
+12,209
957
$37.2K ﹤0.01%
+10,152
958
$29K ﹤0.01%
+10,074
959
$23.2K ﹤0.01%
13,174
-135
960
$20.8K ﹤0.01%
693
961
$17.8K ﹤0.01%
1,019
+4
962
$17.1K ﹤0.01%
181
+34
963
$12.3K ﹤0.01%
+10,000
964
$11.9K ﹤0.01%
11,372
-297
965
$11.7K ﹤0.01%
1,677
966
$10.3K ﹤0.01%
23
967
$10K ﹤0.01%
50
968
$2.1K ﹤0.01%
2
969
– –
-9,741
970
– –
-22,327
971
– –
-6,737
972
– –
-287
973
– –
-5,540
974
– –
-67,084
975
– –
-16,430
37 38
39
40 41