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
951
$188K 0.01%
17,964
-450
952
$185K 0.01%
+13,792
953
$180K 0.01%
19,858
+1,068
954
$174K 0.01%
10,000
955
$171K 0.01%
12,108
-204
956
$169K 0.01%
10,128
-493
957
$162K 0.01%
85,973
+10,403
958
$161K 0.01%
+13,984
959
$153K 0.01%
16,556
+1,276
960
$141K 0.01%
11,325
+112
961
$141K 0.01%
4,183
+73
962
$139K 0.01%
14,010
-400
963
$137K 0.01%
12,678
-1,168
964
$135K 0.01%
+32,060
965
$132K 0.01%
13,070
+1,705
966
$117K ﹤0.01%
+11,705
967
$111K ﹤0.01%
1,615
-73
968
$105K ﹤0.01%
12,042
-208
969
$103K ﹤0.01%
12,099
+69
970
$101K ﹤0.01%
+3,406
971
$101K ﹤0.01%
+11,471
972
$95.5K ﹤0.01%
+10,449
973
$89.9K ﹤0.01%
34,966
+10,067
974
$75.8K ﹤0.01%
+11,775
975
$74.5K ﹤0.01%
32,946
-4,620
37 38
39
40 41