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
976
$74.4K ﹤0.01%
14,814
-2,635
977
$74.1K ﹤0.01%
33,370
978
$73.5K ﹤0.01%
+36,327
979
$65.5K ﹤0.01%
+11,288
980
$53.9K ﹤0.01%
+10,777
981
$44.3K ﹤0.01%
10,100
982
$36.4K ﹤0.01%
+18,085
983
$25.7K ﹤0.01%
14,358
+1,184
984
$21.5K ﹤0.01%
+10,100
985
$20.4K ﹤0.01%
+16,330
986
$18.1K ﹤0.01%
+11,611
987
$16.5K ﹤0.01%
693
988
$15K ﹤0.01%
+508
989
$14.1K ﹤0.01%
10,000
990
$13.8K ﹤0.01%
181
991
$13.8K ﹤0.01%
11,372
992
$11.7K ﹤0.01%
50
993
$8.97K ﹤0.01%
1,677
994
$3.93K ﹤0.01%
1,014
-5
995
$3.76K ﹤0.01%
16
-7
996
– –
-15,441
997
– –
-1,936
998
– –
-16,207
999
– –
-9,994
1000
– –
-34,422
38 39
40
41 42