MA
Mutual Advisors Portfolio holdings
AUM $3.49B
AUM
$3.49B
AUM Growth
+$39.4M (+1%)
Cap. Flow
+$219M
Cap. Flow % of AUM
6.26%
Top 10 Holdings %Top 10 Hldgs %
30.27%
Holding
1,174
New
107
Increased
488
Reduced
432
Closed
94
Top Buys
| 1 | $164M | |
| 2 | $84.4M | |
| 3 | $45.9M | |
| 4 | $21M | |
| 5 | $20.2M |
Top Sells
| 1 | $252M | |
| 2 | $17.3M | |
| 3 | $7.12M | |
| 4 | $5.99M | |
| 5 | $4.53M |
Sector Composition
| 1 | Technology | 10.4% |
| 2 | Financials | 7.31% |
| 3 | Healthcare | 3.84% |
| 4 | Consumer Discretionary | 3.28% |
| 5 | Communication Services | 3.03% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $0 | 0% | 0 -12,170 | Closed | – | |||
| $0 | 0% | 0 -1,778 | Closed | – | |||
| $0 | 0% | 0 -12,375 | Closed | – | |||
| $0 | 0% | 0 -1,733 | Closed | – | |||
| $0 | 0% | 0 -2,059 | Closed | – | |||
| $0 | 0% | 0 -24,779 | Closed | – | |||
| $0 | 0% | 0 -3,692 | Closed | – | |||
| $0 | 0% | 0 -24,084 | Closed | – | |||
| $0 | 0% | 0 -1,506 | Closed | – | |||
| $0 | 0% | 0 -5,413 | Closed | – | |||
| $0 | 0% | 0 -10,581 | Closed | – | |||
| $0 | 0% | 0 | – | – | |||
| $0 | 0% | 0 -7,141 | Closed | – | |||
| $0 | 0% | 0 -2,498 | Closed | – | |||
| $0 | 0% | 0 -21,430 | Closed | – | |||
| $0 | 0% | 0 -23,184 | Closed | – | |||
| $0 | 0% | 0 -1,297 | Closed | – | |||
| $0 | 0% | 0 -7,386 | Closed | – | |||
| $0 | 0% | 0 -5,396 | Closed | – | |||
| $0 | 0% | 0 -1,470 | Closed | – | |||
| $0 | 0% | 0 -8,351 | Closed | – | |||
| $0 | 0% | 0 -16,289 | Closed | – | |||
| $0 | 0% | 0 -5,444 | Closed | – | |||
| $0 | 0% | 0 -19,741 | Closed | – |
