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
$2.44B
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
Consumers Staples Select Sector SPDR Fund
XLP
+$4.11M
5
SPTI icon
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
1001
– –
-63,048
1002
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-31,366
1003
– –
-19,521
1004
– –
-5,832
1005
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-1,218
1006
– –
-84,850
1007
– –
-10,245
1008
– –
-11,066
1009
– –
-32,054
1010
– –
-50,686
1011
– –
-9,657
1012
– –
-10,940
1013
– –
-2,928
1014
– –
-3,519
1015
– –
-1,238
1016
– –
-7,053
1017
– –
-13,295
1018
– –
-27,300
1019
– –
-7,150
1020
– –
-2,703
1021
– –
-9,948
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