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
$2.63B
AUM Growth
+$197M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,084
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$6.11M
3
+$5.15M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$4.88M
5
DFUS icon
Dimensional US Equity ETF
DFUS
+$4.56M

Top Sells

1
+$6.72M
2
+$5.33M
3
+$4.8M
4
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$3.67M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$3.12M

Sector Composition

1 Technology 11.14%
2 Financials 6.2%
3 Consumer Discretionary 3.84%
4 Healthcare 3.47%
5 Communication Services 2.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$6.92M 0.26%
153,017
+5,834
77
$6.88M 0.26%
204,140
-933
78
$6.87M 0.26%
38,565
-1,398
79
$6.63M 0.25%
49,943
-17,218
80
$6.61M 0.25%
215,468
+7,082
81
$6.59M 0.25%
80,489
+1,309
82
$6.57M 0.25%
48,733
-7,808
83
$6.53M 0.25%
14,187
+322
84
$6.52M 0.25%
48,724
+6,254
85
$6.43M 0.24%
14,594
-172
86
$6.41M 0.24%
279,847
+101,052
87
$6.21M 0.24%
12
88
$6M 0.23%
116,292
+16,491
89
$6M 0.23%
82,505
-5,948
90
$5.97M 0.23%
12,721
+1,801
91
$5.93M 0.23%
26,938
+4,477
92
$5.84M 0.22%
127,048
+12,108
93
$5.83M 0.22%
107,151
+7,129
94
$5.71M 0.22%
104,954
+11,933
95
$5.66M 0.21%
154,373
+10,621
96
$5.6M 0.21%
10,401
-1,069
97
$5.49M 0.21%
46,090
+9,633
98
$5.43M 0.21%
19,746
+1,460
99
$5.41M 0.21%
103,293
-7,992
100
$5.37M 0.2%
79,495
+18,643
2 3
4
5 6