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
1026
$203K 0.01%
3,447
-1,087
1027
$203K 0.01%
+2,942
1028
$203K 0.01%
21,313
+5,204
1029
$203K 0.01%
+4,260
1030
$203K 0.01%
+1,674
1031
$203K 0.01%
2,757
-19
1032
$202K 0.01%
13,741
-83
1033
$201K 0.01%
2,829
-1,390
1034
$201K 0.01%
+5,511
1035
$201K 0.01%
4,117
1036
$201K 0.01%
+5,617
1037
$200K 0.01%
2,281
-367
1038
$192K 0.01%
38,645
1039
$187K 0.01%
21,797
-3,395
1040
$176K 0.01%
+16,949
1041
$175K 0.01%
17,850
1042
$170K ﹤0.01%
19,240
-510
1043
$167K ﹤0.01%
13,984
1044
$164K ﹤0.01%
+12,900
1045
$164K ﹤0.01%
10,000
1046
$161K ﹤0.01%
12,540
-1,443
1047
$156K ﹤0.01%
+10,766
1048
$155K ﹤0.01%
77,233
+21
1049
$153K ﹤0.01%
28,321
-12,850
1050
$153K ﹤0.01%
+24,400
40 41
42
43 44