MA
Mutual Advisors Portfolio holdings
AUM $3.49B
AUM
$3.49B
AUM Growth
+$39.4M (+1%)
Cap. Flow
+$219M
Cap. Flow % of AUM
6.26%
Top 10 Holdings %Top 10 Hldgs %
30.27%
Holding
1,174
New
107
Increased
488
Reduced
432
Closed
94
Top Buys
| 1 | $164M | |
| 2 | $84.4M | |
| 3 | $45.9M | |
| 4 | $21M | |
| 5 | $20.2M |
Top Sells
| 1 | $252M | |
| 2 | $17.3M | |
| 3 | $7.12M | |
| 4 | $5.99M | |
| 5 | $4.53M |
Sector Composition
| 1 | Technology | 10.4% |
| 2 | Financials | 7.31% |
| 3 | Healthcare | 3.84% |
| 4 | Consumer Discretionary | 3.28% |
| 5 | Communication Services | 3.03% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $221K | 0.01% | 8,368 -11,090 | -57% | -$293K | |||
| $220K | 0.01% | 4,770 | New | +$220K | |||
| $220K | 0.01% | 75,908 +42 | +0.1% | +$122 | |||
| $218K | 0.01% | 8,749 -864 | -9% | -$21.5K | |||
| $218K | 0.01% | 1,649 | New | +$218K | |||
| $217K | 0.01% | 1,230 +151 | +14% | +$26.7K | |||
| $216K | 0.01% | 2,934 +8 | +0.3% | +$590 | |||
| $215K | 0.01% | 641 | New | +$215K | |||
| $215K | 0.01% | 1,178 | New | +$215K | |||
| $215K | 0.01% | 2,800 -699 | -20% | -$53.7K | |||
| $213K | 0.01% | 3,330 -278 | -8% | -$17.8K | |||
| $212K | 0.01% | 3,752 | New | +$212K | |||
| $211K | 0.01% | 3,604 | New | +$211K | |||
| $211K | 0.01% | 1,155 +79 | +7% | +$14.4K | |||
| $211K | 0.01% | 340 | New | +$211K | |||
| $211K | 0.01% | 7,092 | – | – | |||
| $210K | 0.01% | 2,175 -108 | -5% | -$10.4K | |||
| $208K | 0.01% | 1,669 +239 | +17% | +$29.8K | |||
| $208K | 0.01% | 16,454 -209 | -1% | -$2.64K | |||
| $208K | 0.01% | 18,699 | New | +$208K | |||
| $207K | 0.01% | 3,570 -1,470 | -29% | -$85.4K | |||
| $206K | 0.01% | 3,031 | New | +$206K | |||
| $205K | 0.01% | 7,675 -2,275 | -23% | -$60.9K | |||
| $205K | 0.01% | 639 +14 | +2% | +$4.49K | |||
| $204K | 0.01% | 8,000 | New | +$204K |
