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
$1.68B
AUM Growth
+$225M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
868
New
Increased
Reduced
Closed

Top Buys

1
+$11.9M
2
+$9.19M
3
+$9.06M
4
ROUS icon
Hartford Multifactor US Equity ETF
ROUS
+$8.9M
5
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$7.76M

Top Sells

1
+$7.58M
2
+$7.56M
3
+$7.1M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$6.95M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$6.57M

Sector Composition

1 Technology 11.58%
2 Consumer Discretionary 5.04%
3 Financials 4.57%
4 Communication Services 4.53%
5 Healthcare 3.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$5.08M 0.3%
138,005
+87,558
77
$5.06M 0.3%
291,966
+270,990
78
$5.02M 0.3%
107,288
+8,315
79
$4.88M 0.29%
67,856
+64,289
80
$4.8M 0.28%
31,881
+30,370
81
$4.79M 0.28%
46,743
-109
82
$4.74M 0.28%
16,244
+1,970
83
$4.72M 0.28%
42,538
+1,187
84
$4.66M 0.28%
229,656
+76,034
85
$4.63M 0.27%
118,307
-1,617
86
$4.63M 0.27%
41,091
+621
87
$4.6M 0.27%
104,296
+14,196
88
$4.59M 0.27%
16,925
+428
89
$4.53M 0.27%
208,212
-145
90
$4.52M 0.27%
124,454
+27,252
91
$4.47M 0.27%
177,276
+5,937
92
$4.36M 0.26%
10,889
+812
93
$4.34M 0.26%
57,951
+19,391
94
$4.28M 0.25%
160,978
+44,975
95
$4.27M 0.25%
147,270
-126,270
96
$4.26M 0.25%
79,170
+21,608
97
$4.25M 0.25%
17,928
-789
98
$4.24M 0.25%
18,114
+1,684
99
$4.16M 0.25%
51,381
+19,038
100
$4.16M 0.25%
72,536
-2,303
2 3
4
5 6