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
$439M
AUM Growth
+$44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
440
New
Increased
Reduced
Closed

Top Buys

1
+$3.82M
2
+$1.67M
3
+$1.48M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$1.39M
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$1.38M

Top Sells

1
+$1.36M
2
+$1M
3
+$983K
4
AKAM icon
Akamai
AKAM
+$980K
5
IYE icon
iShares US Energy ETF
IYE
+$858K

Sector Composition

1 Technology 8.25%
2 Financials 6.83%
3 Consumer Discretionary 6.27%
4 Industrials 5.29%
5 Healthcare 4.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.32M 0.3%
15,804
+1,224
102
$1.31M 0.3%
79,890
+4,863
103
$1.31M 0.3%
12,300
-297
104
$1.3M 0.3%
66,400
+17,800
105
$1.28M 0.29%
106,648
+12,386
106
$1.27M 0.29%
30,200
-8,000
107
$1.26M 0.29%
8,422
+830
108
$1.26M 0.29%
6,772
+46
109
$1.25M 0.28%
22,546
+1,114
110
$1.23M 0.28%
+44,386
111
$1.21M 0.28%
17,412
+1,144
112
$1.2M 0.27%
11,056
-288
113
$1.2M 0.27%
290,000
-77,861
114
$1.2M 0.27%
126,472
-29,776
115
$1.2M 0.27%
12,246
+1,457
116
$1.19M 0.27%
34,758
+12,265
117
$1.18M 0.27%
41,689
+1,396
118
$1.16M 0.26%
20,310
+267
119
$1.15M 0.26%
16,123
-630
120
$1.15M 0.26%
21,548
-66
121
$1.14M 0.26%
45,866
-11,746
122
$1.11M 0.25%
54,200
+5,000
123
$1.11M 0.25%
45,860
-50
124
$1.09M 0.25%
6,897
+103
125
$1.08M 0.25%
21,588
+1,314
3 4
5
6 7