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
$1.78B
AUM Growth
-$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
952
New
Increased
Reduced
Closed

Top Buys

1
+$10M
2
+$5.31M
3
+$3.55M
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$3.23M
5
SPTI icon
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$3.14M

Top Sells

1
+$10.5M
2
+$10.1M
3
+$8.28M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$7.56M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$7.46M

Sector Composition

1 Technology 12.91%
2 Financials 4.95%
3 Consumer Discretionary 4.8%
4 Healthcare 4.03%
5 Communication Services 3.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$4.82M 0.27%
26,673
+681
77
$4.73M 0.26%
53,131
-2,690
78
$4.72M 0.26%
21,308
+164
79
$4.7M 0.26%
53,906
+10,000
80
$4.69M 0.26%
56,806
+1,481
81
$4.61M 0.26%
10,452
-81
82
$4.59M 0.26%
60,054
-17,817
83
$4.58M 0.26%
179,309
+50,822
84
$4.39M 0.25%
84,908
-6,882
85
$4.35M 0.24%
7,548
+923
86
$4.31M 0.24%
222,003
-5,304
87
$4.29M 0.24%
173,392
+15,910
88
$4.27M 0.24%
86,167
+39,344
89
$4.26M 0.24%
25,698
+743
90
$4.24M 0.24%
123,622
-38,026
91
$4.12M 0.23%
47,201
+6,551
92
$3.96M 0.22%
25,926
-132
93
$3.96M 0.22%
108,593
+4,149
94
$3.95M 0.22%
75,586
+282
95
$3.93M 0.22%
18,489
+5,237
96
$3.9M 0.22%
47,161
+2,702
97
$3.88M 0.22%
217,415
+12,898
98
$3.84M 0.22%
209,194
-137,308
99
$3.84M 0.21%
46,645
-14,533
100
$3.81M 0.21%
17,083
-508
2 3
4
5 6