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
1001
$221K 0.01%
8,368
-11,090
1002
$220K 0.01%
+4,770
1003
$220K 0.01%
75,908
+42
1004
$218K 0.01%
8,749
-864
1005
$218K 0.01%
+1,649
1006
$217K 0.01%
1,230
+151
1007
$216K 0.01%
2,934
+8
1008
$215K 0.01%
+641
1009
$215K 0.01%
+1,178
1010
$215K 0.01%
2,800
-699
1011
$213K 0.01%
3,330
-278
1012
$212K 0.01%
+3,752
1013
$211K 0.01%
+3,604
1014
$211K 0.01%
1,155
+79
1015
$211K 0.01%
+340
1016
$211K 0.01%
7,092
1017
$210K 0.01%
2,175
-108
1018
$208K 0.01%
1,669
+239
1019
$208K 0.01%
16,454
-209
1020
$208K 0.01%
+18,699
1021
$207K 0.01%
3,570
-1,470
1022
$206K 0.01%
+3,031
1023
$205K 0.01%
7,675
-2,275
1024
$205K 0.01%
639
+14
1025
$204K 0.01%
+8,000
39 40
41
42 43