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
$265M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
283
New
Increased
Reduced
Closed

Top Buys

1
+$9.38M
2
+$7.94M
3
+$7.77M
4
AAPL icon
Apple
AAPL
+$6.76M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$5.45M

Top Sells

No sells this quarter

Sector Composition

1 Financials 7.93%
2 Technology 7.65%
3 Healthcare 4.97%
4 Industrials 4%
5 Energy 3.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.09M 0.41%
+17,366
77
$1.09M 0.41%
+11,065
78
$1.06M 0.4%
+20,124
79
$1.06M 0.4%
+17,300
80
$1.04M 0.39%
+30,148
81
$1.03M 0.39%
+37,267
82
$1M 0.38%
+17,505
83
$986K 0.37%
+4,474
84
$985K 0.37%
+18,700
85
$965K 0.36%
+56,598
86
$958K 0.36%
+6,193
87
$949K 0.36%
+25,005
88
$949K 0.36%
+2,955
89
$945K 0.36%
+3,708
90
$898K 0.34%
+19,571
91
$890K 0.34%
+37,258
92
$887K 0.33%
+39,362
93
$886K 0.33%
+82,380
94
$886K 0.33%
+10,593
95
$885K 0.33%
+6,059
96
$872K 0.33%
+10,427
97
$868K 0.33%
+10,951
98
$855K 0.32%
+12,048
99
$847K 0.32%
+7,931
100
$812K 0.31%
+5,150
2 3
4
5 6