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
$1.69B
AUM Growth
+$3.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
913
New
Increased
Reduced
Closed

Top Buys

1
+$9.83M
2
+$6.45M
3
+$6.04M
4
TLTD icon
FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund
TLTD
+$4.64M
5
FJUN icon
FT Vest US Equity Buffer ETF June
FJUN
+$4.46M

Top Sells

1
+$10.4M
2
+$10.3M
3
+$7.75M
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$6.92M
5
XLSR icon
State Street US Sector Rotation ETF
XLSR
+$6.38M

Sector Composition

1 Technology 11.92%
2 Consumer Discretionary 5%
3 Financials 4.83%
4 Communication Services 4.57%
5 Healthcare 3.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$4.86M 0.29%
65,383
+7,432
77
$4.79M 0.28%
237,467
+7,811
78
$4.79M 0.28%
17,469
+544
79
$4.77M 0.28%
123,765
+84,865
80
$4.76M 0.28%
165,170
+17,900
81
$4.7M 0.28%
62,507
+53,838
82
$4.67M 0.28%
47,767
+1,024
83
$4.64M 0.27%
+64,637
84
$4.58M 0.27%
41,462
-1,160
85
$4.58M 0.27%
42,411
+1,320
86
$4.52M 0.27%
20,281
+2,167
87
$4.51M 0.27%
91,304
-2,972
88
$4.48M 0.27%
11,464
+575
89
$4.47M 0.26%
78,795
+6,259
90
$4.47M 0.26%
185,523
+40,452
91
$4.46M 0.26%
+123,031
92
$4.43M 0.26%
51,454
+19,268
93
$4.41M 0.26%
16,965
+721
94
$4.35M 0.26%
60,771
+4,550
95
$4.31M 0.25%
88,820
+2,640
96
$4.27M 0.25%
209,299
+1,087
97
$4.14M 0.24%
79,465
+295
98
$4.12M 0.24%
25,099
+304
99
$4.11M 0.24%
23,408
+394
100
$4.05M 0.24%
34,823
+12,352
2 3
4
5 6