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
$3.49B
AUM Growth
+$39.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,174
New
Increased
Reduced
Closed

Top Buys

1
+$164M
2
+$84.4M
3
+$45.9M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$21M
5
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$20.2M

Top Sells

1
+$252M
2
+$17.3M
3
+$7.12M
4
AAPL icon
Apple
AAPL
+$5.99M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$4.53M

Sector Composition

1 Technology 10.39%
2 Financials 7.31%
3 Healthcare 3.84%
4 Consumer Discretionary 3.29%
5 Communication Services 3.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$8.63M 0.25%
152,113
-37,414
77
$8.51M 0.24%
194,672
+10,761
78
$8.48M 0.24%
46,643
+2,045
79
$8.47M 0.24%
115,706
+190
80
$8.41M 0.24%
71,620
+1,820
81
$8.22M 0.24%
127,218
+13,395
82
$8.01M 0.23%
23,620
-3,269
83
$7.95M 0.23%
304,143
+97,443
84
$7.87M 0.23%
150,371
+4,419
85
$7.8M 0.22%
248,451
+3,939
86
$7.69M 0.22%
335,722
-10,996,833
87
$7.69M 0.22%
60,217
-2,145
88
$7.67M 0.22%
156,767
+104,563
89
$7.63M 0.22%
92,147
+2,088
90
$7.54M 0.22%
44,946
-504
91
$7.54M 0.22%
69,794
-5,531
92
$7.49M 0.21%
282,512
+69,581
93
$7.4M 0.21%
81,934
-3,263
94
$7.36M 0.21%
196,159
+126,412
95
$7.27M 0.21%
151,425
-94,325
96
$7.19M 0.21%
53,900
+19,424
97
$7.04M 0.2%
85,037
-310
98
$7M 0.2%
16,732
-1,733
99
$7M 0.2%
19,198
+105
100
$6.96M 0.2%
40,878
-2,402
2 3
4
5 6