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
$769M
AUM Growth
+$94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
591
New
Increased
Reduced
Closed

Top Buys

1
+$3.96M
2
+$3.82M
3
+$3.33M
4
TFLO icon
iShares Treasury Floating Rate Bond ETF
TFLO
+$3.11M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$2.95M

Top Sells

1
+$11M
2
+$9.69M
3
+$6.53M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$6.3M
5
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$3.92M

Sector Composition

1 Technology 12.28%
2 Financials 5.5%
3 Consumer Discretionary 4.54%
4 Healthcare 3.93%
5 Industrials 3.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.18M 0.28%
71,602
+4,977
77
$2.16M 0.28%
56,523
-253,723
78
$2.14M 0.28%
37,528
+503
79
$2.13M 0.28%
41,488
+31,169
80
$2.12M 0.28%
18,761
+6,553
81
$2.09M 0.27%
139,084
+2,951
82
$2.06M 0.27%
31,253
+2,298
83
$2.05M 0.27%
40,610
+12,661
84
$2.04M 0.27%
15,739
+3,683
85
$2.03M 0.26%
38,064
-140
86
$2.02M 0.26%
55,055
-827
87
$2.02M 0.26%
114,381
-2,097
88
$2.02M 0.26%
39,216
+25,953
89
$1.99M 0.26%
107,869
-1,164
90
$1.97M 0.26%
+76,321
91
$1.96M 0.25%
9,414
-180
92
$1.95M 0.25%
23,499
+3,149
93
$1.9M 0.25%
20,542
+90
94
$1.89M 0.24%
10,864
+3,072
95
$1.87M 0.24%
11,465
+1,865
96
$1.86M 0.24%
25,547
+1,156
97
$1.85M 0.24%
25,604
-210
98
$1.85M 0.24%
24,902
+1,584
99
$1.81M 0.23%
19,804
+1,546
100
$1.79M 0.23%
32,735
+18,916
2 3
4
5 6