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
$507M
AUM Growth
-$151M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
510
New
Increased
Reduced
Closed

Top Buys

1
+$3.48M
2
+$3.42M
3
+$2.62M
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$2.5M
5
SPSM icon
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$2.38M

Top Sells

1
+$11.3M
2
+$8.23M
3
+$6.82M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$6.59M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$6.03M

Sector Composition

1 Technology 13.11%
2 Financials 6.4%
3 Consumer Discretionary 5.24%
4 Healthcare 4.72%
5 Industrials 3.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.56M 0.31%
19,758
-30
77
$1.55M 0.31%
5,939
+189
78
$1.55M 0.31%
30,900
+787
79
$1.54M 0.3%
8,955
+803
80
$1.54M 0.3%
106,220
81
$1.48M 0.29%
16,517
+4,149
82
$1.46M 0.29%
28,061
+1,123
83
$1.46M 0.29%
31,870
84
$1.44M 0.28%
58,544
-662
85
$1.42M 0.28%
24,872
+477
86
$1.41M 0.28%
41,249
-7,794
87
$1.4M 0.28%
41,983
88
$1.39M 0.27%
13,027
-2,802
89
$1.39M 0.27%
11,409
-1,076
90
$1.37M 0.27%
20,728
-17,344
91
$1.36M 0.27%
12,360
+1,063
92
$1.36M 0.27%
21,096
+1,611
93
$1.36M 0.27%
22,608
+14,436
94
$1.35M 0.27%
65,909
+1,510
95
$1.33M 0.26%
25,302
-1,211
96
$1.28M 0.25%
30,330
+220
97
$1.28M 0.25%
11,331
-1,619
98
$1.28M 0.25%
19,494
+2,772
99
$1.24M 0.24%
52,200
100
$1.23M 0.24%
36,853
-3,565
2 3
4
5 6