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
976
$235K 0.01%
3,159
-89
977
$234K 0.01%
3,817
-2,554
978
$233K 0.01%
27,850
+9,098
979
$233K 0.01%
3,717
-168
980
$232K 0.01%
1,612
-18
981
$231K 0.01%
2,513
+244
982
$231K 0.01%
536
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983
$231K 0.01%
1,447
-20
984
$230K 0.01%
19,775
+47
985
$228K 0.01%
8,202
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986
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+3,287
987
$228K 0.01%
489
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988
$227K 0.01%
6,647
989
$227K 0.01%
+5,137
990
$226K 0.01%
6,917
-374
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992
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993
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12,205
994
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995
$222K 0.01%
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996
$222K 0.01%
3,279
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997
$222K 0.01%
805
+11
998
$222K 0.01%
2,402
-119
999
$221K 0.01%
2,679
-2,365
1000
$221K 0.01%
4,097
-535
38 39
40
41 42