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
$675M
AUM Growth
+$168M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
502
New
Increased
Reduced
Closed

Top Buys

1
+$13.4M
2
+$9.64M
3
+$6.61M
4
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$6.6M
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$5.11M

Top Sells

1
+$2.02M
2
+$1.99M
3
+$1.89M
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$1.86M
5
SH icon
ProShares Short S&P500
SH
+$1.83M

Sector Composition

1 Technology 12.12%
2 Financials 5.37%
3 Consumer Discretionary 4.77%
4 Healthcare 3.9%
5 Industrials 3.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.03M 0.3%
24,663
+21,841
77
$2.02M 0.3%
38,204
+1,969
78
$2M 0.3%
66,625
-1,231
79
$1.99M 0.29%
109,033
+2,921
80
$1.99M 0.29%
37,025
-5,642
81
$1.97M 0.29%
48,994
+819
82
$1.96M 0.29%
53,723
+12,474
83
$1.96M 0.29%
29,388
+6,780
84
$1.91M 0.28%
+17,964
85
$1.88M 0.28%
20,452
+8,197
86
$1.87M 0.28%
25,814
+942
87
$1.85M 0.27%
28,955
+1,362
88
$1.84M 0.27%
9,594
+639
89
$1.8M 0.27%
5,996
+57
90
$1.77M 0.26%
24,391
-985
91
$1.74M 0.26%
7,047
+322
92
$1.72M 0.25%
23,318
+2,590
93
$1.67M 0.25%
13,221
+1,812
94
$1.67M 0.25%
29,572
-1,232
95
$1.66M 0.25%
60,017
+1,473
96
$1.65M 0.24%
20,350
+592
97
$1.63M 0.24%
18,258
-1,646
98
$1.61M 0.24%
64,947
-962
99
$1.58M 0.23%
106,220
100
$1.56M 0.23%
41,983
2 3
4
5 6