MA

Mutual Advisors Portfolio holdings

AUM $4B
1-Year Est. Return 14.38%
This Quarter Est. Return
1 Year Est. Return
+14.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$737M
AUM Growth
-$203M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
657
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$8.24M
3
+$4.64M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$3.37M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$3.1M

Top Sells

1
+$12.5M
2
+$8.1M
3
+$5.29M
4
IWL icon
iShares Russell Top 200 ETF
IWL
+$4.95M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$4.76M

Sector Composition

1 Technology 9.65%
2 Financials 4.65%
3 Healthcare 4.59%
4 Consumer Discretionary 4.12%
5 Communication Services 3.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.3M 0.31%
41,342
+2,570
77
$2.3M 0.31%
28,419
+2,367
78
$2.3M 0.31%
26,907
+400
79
$2.23M 0.3%
65,672
+23,140
80
$2.21M 0.3%
50,252
+14,041
81
$2.19M 0.3%
+67,555
82
$2.17M 0.29%
75,275
-195
83
$2.15M 0.29%
24,061
+14,538
84
$2.14M 0.29%
39,641
-8,038
85
$2.14M 0.29%
75,146
-7,189
86
$2.13M 0.29%
68,889
+8,633
87
$2.12M 0.29%
161,228
-7,686
88
$2.1M 0.28%
81,469
-8,043
89
$2.09M 0.28%
21,077
-3,377
90
$2.07M 0.28%
42,876
+1,906
91
$2M 0.27%
47,731
+38,229
92
$1.98M 0.27%
28,396
-13,017
93
$1.94M 0.26%
50,240
-8,294
94
$1.92M 0.26%
50,799
+468
95
$1.9M 0.26%
5,598
-2,513
96
$1.86M 0.25%
109,939
-1,912
97
$1.85M 0.25%
43,552
98
$1.83M 0.25%
66,102
+3,191
99
$1.83M 0.25%
37,841
-1,021
100
$1.82M 0.25%
54,347
+28,524
2 3
4
5 6