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
$2.23B
AUM Growth
+$293M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
990
New
Increased
Reduced
Closed

Top Buys

1
+$26.7M
2
+$14.6M
3
+$14.2M
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$9.29M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$8.42M

Top Sells

1
+$5.66M
2
+$4.74M
3
+$4.38M
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$4.01M
5
PSQ icon
ProShares Short QQQ
PSQ
+$3.59M

Sector Composition

1 Technology 9.15%
2 Financials 7.05%
3 Healthcare 3.86%
4 Consumer Discretionary 3.56%
5 Energy 2.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$5.89M 0.26%
72,057
+379
77
$5.89M 0.26%
17,489
-279
78
$5.88M 0.26%
105,250
+3,380
79
$5.85M 0.26%
170,970
+7,646
80
$5.74M 0.26%
46,152
-38,115
81
$5.72M 0.26%
97,749
+6,308
82
$5.65M 0.25%
190,325
+34,298
83
$5.64M 0.25%
201,861
+18,902
84
$5.62M 0.25%
12
85
$5.57M 0.25%
150,887
+61,405
86
$5.56M 0.25%
380,230
-67,550
87
$5.32M 0.24%
116,778
+14,988
88
$5.3M 0.24%
+117,403
89
$5.29M 0.24%
43,954
90
$5.25M 0.24%
135,669
-1,636
91
$5.21M 0.23%
81,302
+46,243
92
$5.19M 0.23%
42,123
-5,997
93
$5.18M 0.23%
200,214
+9,906
94
$5.1M 0.23%
113,531
-4,990
95
$5.02M 0.22%
27,343
-2,950
96
$4.96M 0.22%
10,868
+2,102
97
$4.93M 0.22%
106,179
+29,489
98
$4.75M 0.21%
74,652
+9,293
99
$4.68M 0.21%
194,142
+5,866
100
$4.67M 0.21%
98,763
-4,058
2 3
4
5 6