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
1051
$153K ﹤0.01%
14,518
-491
1052
$149K ﹤0.01%
10,919
+197
1053
$146K ﹤0.01%
13,290
-1,327
1054
$145K ﹤0.01%
16,550
1055
$142K ﹤0.01%
+11,025
1056
$133K ﹤0.01%
5,803
+444
1057
$126K ﹤0.01%
10,670
-5,135
1058
$120K ﹤0.01%
+21,268
1059
$108K ﹤0.01%
11,364
1060
$103K ﹤0.01%
48,592
1061
$103K ﹤0.01%
13,670
+85
1062
$99K ﹤0.01%
11,895
+269
1063
$88K ﹤0.01%
10,056
-1,466
1064
$87.2K ﹤0.01%
13,841
1065
$81.4K ﹤0.01%
33,370
1066
$73.7K ﹤0.01%
16,055
+5
1067
$69.3K ﹤0.01%
20,677
-1,332
1068
$50.9K ﹤0.01%
12,916
+2,758
1069
$49.1K ﹤0.01%
10,427
-350
1070
$46.5K ﹤0.01%
2,024
1071
$42.3K ﹤0.01%
16,200
1072
$32.7K ﹤0.01%
1,310
+123
1073
$29.8K ﹤0.01%
10,000
1074
$23K ﹤0.01%
16,531
1075
$21K ﹤0.01%
+11,065
41 42
43
44 45