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
$395M
AUM Growth
+$130M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
403
New
Increased
Reduced
Closed

Top Buys

1
+$5.56M
2
+$3.83M
3
+$2.69M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.49M
5
TSE icon
Trinseo
TSE
+$2.38M

Top Sells

1
+$1.69M
2
+$801K
3
+$397K
4
POWA icon
Invesco Bloomberg Pricing Power ETF
POWA
+$345K
5
LDL
Lydall, Inc.
LDL
+$300K

Sector Composition

1 Technology 8.7%
2 Financials 7.41%
3 Consumer Discretionary 6.06%
4 Industrials 5.9%
5 Healthcare 4.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.43M 0.36%
23,503
+985
77
$1.41M 0.36%
24,154
+4,682
78
$1.4M 0.36%
27,012
+1,420
79
$1.4M 0.36%
156,248
-2,488
80
$1.4M 0.35%
25,648
+5,188
81
$1.39M 0.35%
14,729
+10,557
82
$1.38M 0.35%
5,251
+3,733
83
$1.37M 0.35%
28,727
+3,291
84
$1.37M 0.35%
47,839
+10,572
85
$1.36M 0.35%
+94,750
86
$1.36M 0.35%
52,517
-5,363
87
$1.36M 0.34%
21,432
+4,132
88
$1.36M 0.34%
62,525
-668
89
$1.35M 0.34%
12,597
-15,748
90
$1.35M 0.34%
20,598
+403
91
$1.34M 0.34%
13,459
+2,344
92
$1.33M 0.34%
7,472
+4,671
93
$1.31M 0.33%
+21,847
94
$1.29M 0.33%
+38,200
95
$1.29M 0.33%
+147,844
96
$1.28M 0.32%
34,010
+9,005
97
$1.26M 0.32%
+98,600
98
$1.25M 0.32%
+396,392
99
$1.24M 0.31%
11,344
+622
100
$1.23M 0.31%
+6,726
2 3
4
5 6