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
$439M
AUM Growth
+$44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
440
New
Increased
Reduced
Closed

Top Buys

1
+$3.82M
2
+$1.67M
3
+$1.48M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$1.39M
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$1.38M

Top Sells

1
+$1.36M
2
+$1M
3
+$983K
4
AKAM icon
Akamai
AKAM
+$980K
5
IYE icon
iShares US Energy ETF
IYE
+$858K

Sector Composition

1 Technology 8.25%
2 Financials 6.83%
3 Consumer Discretionary 6.27%
4 Industrials 5.29%
5 Healthcare 4.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.57M 0.36%
42,794
-555
77
$1.56M 0.36%
27,820
+2,172
78
$1.55M 0.35%
75,705
79
$1.53M 0.35%
266,144
+118,300
80
$1.53M 0.35%
19,277
-1,082
81
$1.52M 0.35%
18,332
+5,512
82
$1.51M 0.35%
23,281
-222
83
$1.51M 0.34%
29,989
+1,262
84
$1.5M 0.34%
27,046
+34
85
$1.48M 0.34%
63,194
+669
86
$1.48M 0.34%
+75,166
87
$1.47M 0.34%
83,437
+34,495
88
$1.46M 0.33%
7,503
+31
89
$1.46M 0.33%
28,212
-52
90
$1.46M 0.33%
20,256
-86
91
$1.45M 0.33%
99,541
-709
92
$1.44M 0.33%
11,866
-24
93
$1.43M 0.33%
32,358
+9,916
94
$1.43M 0.33%
26,818
+3,227
95
$1.42M 0.32%
76,761
-260
96
$1.4M 0.32%
15,491
+3,033
97
$1.39M 0.32%
53,000
98
$1.38M 0.32%
+5,703
99
$1.35M 0.31%
49,888
-2,629
100
$1.33M 0.3%
14,394
-335
2 3
4
5 6