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
$2.44B
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
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$4.11M
5
SPTI icon
State Street 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
976
– –
-5,458
977
– –
-10,850
978
– –
-4,923
979
– –
-1,038
980
– –
-2,033
981
– –
-63,048
982
– –
-31,366
983
– –
-10,288
984
– –
-5,448
985
– –
-39,851
986
– –
-3,865
987
– –
-5,860
988
– –
-2,746
989
– –
-21,327
990
– –
-2,400
991
– –
-1,278
992
– –
-1,110
993
– –
-16,000
994
– –
-28,626
995
– –
-46,654
996
– –
-22,043
997
– –
-12,952
998
– –
-8,949
999
– –
-4,986
1000
– –
-13,516
37 38 39
40
41