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
1076
$12.8K ﹤0.01%
962
-695
1077
$12.1K ﹤0.01%
+800
1078
$10.3K ﹤0.01%
+10,000
1079
$3.15K ﹤0.01%
+533
1080
– –
-4,180
1081
– –
-38,376
1082
– –
-3,019
1083
– –
-1,379
1084
– –
-2,498
1085
– –
-568
1086
– –
-6,521
1087
– –
-5,908
1088
– –
-982
1089
– –
-38,525
1090
– –
-2,777
1091
– –
-10,000
1092
– –
-6,343
1093
– –
-1,508
1094
– –
-15,343
1095
– –
-11,142
1096
– –
-34,318
1097
– –
-3,200
1098
– –
-33,175
1099
– –
-10,235
1100
– –
-9,970
42 43
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