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
$757M
AUM Growth
-$12.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
614
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$6.3M
3
+$4.93M
4
XAR icon
State Street SPDR S&P Aerospace & Defense ETF
XAR
+$4.15M
5
FREL icon
Fidelity MSCI Real Estate Index ETF
FREL
+$4.06M

Top Sells

1
+$35.4M
2
+$3.87M
3
+$2.69M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$2.4M
5
SPTL icon
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
+$2.02M

Sector Composition

1 Technology 7.74%
2 Financials 5.32%
3 Consumer Discretionary 4.83%
4 Healthcare 3.58%
5 Industrials 3.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.4M 0.32%
6,140
-409
77
$2.34M 0.31%
10,092
+678
78
$2.33M 0.31%
22,819
+157
79
$2.32M 0.31%
33,413
+24,609
80
$2.29M 0.3%
54,856
-199
81
$2.28M 0.3%
17,909
+90
82
$2.21M 0.29%
37,313
+22,027
83
$2.2M 0.29%
15,386
-2,422
84
$2.2M 0.29%
40,936
+2,872
85
$2.15M 0.28%
39,104
+1,576
86
$2.13M 0.28%
116,871
+2,490
87
$2.13M 0.28%
25,240
+1,741
88
$2.1M 0.28%
143,709
+4,625
89
$2.08M 0.27%
12,076
+1,212
90
$2.05M 0.27%
15,610
-129
91
$2.04M 0.27%
108,455
+586
92
$2.02M 0.27%
71,043
+1,614
93
$1.99M 0.26%
26,548
+1,646
94
$1.97M 0.26%
21,880
+1,338
95
$1.96M 0.26%
33,911
+6,096
96
$1.96M 0.26%
21,171
+5,323
97
$1.94M 0.26%
42,019
98
$1.93M 0.25%
76,236
-60,504
99
$1.92M 0.25%
32,113
+860
100
$1.92M 0.25%
25,729
+182
2 3
4
5 6