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
$1.34B
AUM Growth
+$191M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
769
New
Increased
Reduced
Closed

Top Buys

1
+$8.44M
2
+$7.6M
3
+$7.11M
4
ADBE icon
Adobe
ADBE
+$6.01M
5
ARKF icon
ARK Fintech Innovation ETF
ARKF
+$5.78M

Top Sells

1
+$5.98M
2
+$5.84M
3
+$4.77M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$3.78M
5
BLV icon
Vanguard Long-Term Bond ETF
BLV
+$3.68M

Sector Composition

1 Technology 12.2%
2 Consumer Discretionary 5.25%
3 Financials 4.49%
4 Healthcare 4.18%
5 Communication Services 3.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.67M 0.27%
98,846
+20,185
77
$3.65M 0.27%
31,372
-28,958
78
$3.6M 0.27%
168,288
+9,375
79
$3.59M 0.27%
93,108
+18,847
80
$3.53M 0.26%
70,530
-18,284
81
$3.52M 0.26%
20,237
-411
82
$3.51M 0.26%
42,341
-3,561
83
$3.49M 0.26%
19,576
-5,762
84
$3.46M 0.26%
9,874
+722
85
$3.45M 0.26%
117,125
+33,602
86
$3.45M 0.26%
78,700
+1,240
87
$3.41M 0.25%
49,391
-577
88
$3.4M 0.25%
30,014
-11,535
89
$3.38M 0.25%
+25,632
90
$3.32M 0.25%
9,352
-866
91
$3.24M 0.24%
160,360
+6,187
92
$3.22M 0.24%
67,083
-4,125
93
$3.15M 0.23%
13,466
-9,162
94
$3.13M 0.23%
173,774
+16,358
95
$3.12M 0.23%
50,310
+4,924
96
$3.1M 0.23%
40,034
97
$3.08M 0.23%
14,535
+77
98
$3.06M 0.23%
31,663
+123
99
$3.03M 0.23%
33,404
-21,376
100
$2.99M 0.22%
20,405
+7,627
2 3
4
5 6