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
$1.02B
AUM Growth
+$280M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
691
New
Increased
Reduced
Closed

Top Buys

1
+$12.9M
2
+$11.2M
3
+$8.96M
4
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$8.63M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$6.13M

Top Sells

1
+$11.3M
2
+$8.51M
3
+$7.66M
4
VTV icon
Vanguard Value ETF
VTV
+$7.15M
5
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$5.82M

Sector Composition

1 Technology 11.41%
2 Healthcare 4.71%
3 Financials 4.51%
4 Consumer Discretionary 4.36%
5 Communication Services 3.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.78M 0.27%
40,058
-750
77
$2.77M 0.27%
83,964
+2,495
78
$2.77M 0.27%
40,283
+34,076
79
$2.75M 0.27%
159,735
+327
80
$2.75M 0.27%
68,829
+18,030
81
$2.71M 0.27%
78,244
-2,073
82
$2.69M 0.26%
40,049
-16
83
$2.67M 0.26%
32,358
+15,404
84
$2.66M 0.26%
18,580
+11,494
85
$2.64M 0.26%
16,132
+10,509
86
$2.62M 0.26%
28,117
+4,056
87
$2.6M 0.26%
65,775
+11,428
88
$2.6M 0.26%
44,145
+2,803
89
$2.6M 0.26%
23,977
-875
90
$2.57M 0.25%
43,759
+33,941
91
$2.56M 0.25%
36,625
+30,396
92
$2.56M 0.25%
8,683
+1,968
93
$2.51M 0.25%
68,635
+2,963
94
$2.5M 0.25%
50,350
-56
95
$2.49M 0.24%
28,149
+1,242
96
$2.45M 0.24%
50,439
+16,580
97
$2.44M 0.24%
18,451
+4,369
98
$2.4M 0.24%
18,337
+4,719
99
$2.37M 0.23%
43,038
+3,397
100
$2.37M 0.23%
41,391
-148,870
2 3
4
5 6