MA

Mutual Advisors Portfolio holdings

AUM $4B
1-Year Est. Return 14.38%
This Quarter Est. Return
1 Year Est. Return
+14.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$265M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
283
New
Increased
Reduced
Closed

Top Buys

1
+$9.38M
2
+$7.94M
3
+$7.77M
4
AAPL icon
Apple
AAPL
+$6.76M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$5.45M

Top Sells

No sells this quarter

Sector Composition

1 Financials 7.93%
2 Technology 7.65%
3 Healthcare 4.97%
4 Industrials 4%
5 Energy 3.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$807K 0.3%
+13,800
102
$801K 0.3%
+33,270
103
$798K 0.3%
+10,095
104
$798K 0.3%
+15,752
105
$781K 0.29%
+4,491
106
$761K 0.29%
+12,038
107
$747K 0.28%
+26,962
108
$743K 0.28%
+41,482
109
$738K 0.28%
+10,231
110
$731K 0.28%
+5,089
111
$729K 0.28%
+13,940
112
$708K 0.27%
+8,846
113
$708K 0.27%
+13,241
114
$707K 0.27%
+14,957
115
$702K 0.27%
+6,745
116
$697K 0.26%
+4,049
117
$691K 0.26%
+5,727
118
$657K 0.25%
+12,006
119
$655K 0.25%
+11,473
120
$651K 0.25%
+4,403
121
$640K 0.24%
+37,562
122
$637K 0.24%
+12,793
123
$626K 0.24%
+21,463
124
$623K 0.24%
+8,281
125
$621K 0.23%
+99,129
3 4
5
6 7