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
$2.44B
AUM Growth
+$202M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,021
New
Increased
Reduced
Closed

Top Buys

1
+$37M
2
+$10.3M
3
+$8.63M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$7.17M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$5.14M

Top Sells

1
+$23.6M
2
+$13.8M
3
+$4.82M
4
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$4.11M
5
SPTI icon
SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$3.97M

Sector Composition

1 Technology 10.29%
2 Financials 6.32%
3 Consumer Discretionary 3.72%
4 Healthcare 3.59%
5 Communication Services 2.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$6.59M 0.27%
79,180
+2,206
77
$6.55M 0.27%
13,865
+1,736
78
$6.55M 0.27%
52,775
-38,826
79
$6.53M 0.27%
88,453
+2,114
80
$6.48M 0.27%
85,474
-203
81
$6.44M 0.26%
77,739
-5,194
82
$6.29M 0.26%
195,683
+5,358
83
$6.04M 0.25%
65,022
-7,035
84
$5.98M 0.25%
31,541
+4,198
85
$5.96M 0.24%
253,603
-127,462
86
$5.87M 0.24%
143,752
+8,856
87
$5.82M 0.24%
86,043
+23,632
88
$5.8M 0.24%
155,084
+4,197
89
$5.71M 0.23%
208,386
+6,525
90
$5.7M 0.23%
11,470
+602
91
$5.59M 0.23%
12
92
$5.57M 0.23%
42,470
+17,314
93
$5.5M 0.23%
36,800
+27,078
94
$5.47M 0.22%
111,285
+19,491
95
$5.45M 0.22%
94,002
+74,507
96
$5.35M 0.22%
114,940
-1,838
97
$5.35M 0.22%
100,022
+21,721
98
$5.12M 0.21%
211,640
+18,508
99
$5.1M 0.21%
14,766
-672
100
$4.94M 0.2%
256,587
+6,662
2 3
4
5 6