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
– –
-13,715
1081
– –
-2,931
1082
– –
-835
1083
– –
-9,827
1084
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-38,376
1085
– –
-3,019
1086
– –
-1,379
1087
– –
-2,498
1088
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-568
1089
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-10,000
1090
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-6,343
1091
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-1,934
1092
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-997
1093
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-9,031
1094
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-1,508
1095
– –
-15,343
1096
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-11,142
1097
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-6,636
1098
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-14,056
1099
– –
-25,887
1100
– –
-2,883
42 43
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