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
$395M
AUM Growth
+$130M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
403
New
Increased
Reduced
Closed

Top Buys

1
+$5.56M
2
+$3.83M
3
+$2.69M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.49M
5
TSE icon
Trinseo
TSE
+$2.38M

Top Sells

1
+$1.69M
2
+$801K
3
+$397K
4
POWA icon
Invesco Bloomberg Pricing Power ETF
POWA
+$345K
5
LDL
Lydall, Inc.
LDL
+$300K

Sector Composition

1 Technology 8.7%
2 Financials 7.41%
3 Consumer Discretionary 6.06%
4 Industrials 5.9%
5 Healthcare 4.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.23M 0.31%
75,027
+18,429
102
$1.23M 0.31%
+48,600
103
$1.23M 0.31%
23,591
+3,467
104
$1.21M 0.31%
40,293
+25,568
105
$1.21M 0.31%
+98,198
106
$1.2M 0.3%
16,753
+6,522
107
$1.19M 0.3%
14,580
+7,143
108
$1.18M 0.3%
+21,600
109
$1.16M 0.29%
21,614
+50
110
$1.15M 0.29%
+75,705
111
$1.15M 0.29%
3,410
+455
112
$1.15M 0.29%
34,872
+22,581
113
$1.12M 0.28%
94,262
-4,352
114
$1.09M 0.28%
9,402
-100
115
$1.08M 0.27%
+45,910
116
$1.08M 0.27%
+7,592
117
$1.07M 0.27%
20,043
-118
118
$1.07M 0.27%
18,464
+959
119
$1.06M 0.27%
16,268
+10,892
120
$1.05M 0.27%
9,681
-1,071
121
$1.05M 0.27%
15,108
+8,934
122
$1.05M 0.27%
6,794
+601
123
$1.04M 0.26%
4,132
+424
124
$1.03M 0.26%
19,642
-434
125
$1.03M 0.26%
22,442
+7,485
3 4
5
6 7