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
$507M
AUM Growth
-$151M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
510
New
Increased
Reduced
Closed

Top Buys

1
+$3.48M
2
+$3.42M
3
+$2.62M
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$2.5M
5
SPSM icon
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$2.38M

Top Sells

1
+$11.3M
2
+$8.23M
3
+$6.82M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$6.59M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$6.03M

Sector Composition

1 Technology 13.11%
2 Financials 6.4%
3 Consumer Discretionary 5.24%
4 Healthcare 4.72%
5 Industrials 3.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.23M 0.24%
13,361
-322
102
$1.23M 0.24%
25,913
+146
103
$1.22M 0.24%
41,810
+21,300
104
$1.2M 0.24%
53,000
105
$1.2M 0.24%
78,060
-3,272
106
$1.2M 0.24%
47,060
+250
107
$1.19M 0.23%
53,032
-10
108
$1.19M 0.23%
8,855
-7,154
109
$1.17M 0.23%
58,930
+3,585
110
$1.16M 0.23%
13,470
-38,564
111
$1.15M 0.23%
8,365
+961
112
$1.15M 0.23%
11,878
-104
113
$1.14M 0.22%
110,117
-3,511
114
$1.14M 0.22%
46,265
+23,978
115
$1.14M 0.22%
55,663
116
$1.13M 0.22%
21,028
-183
117
$1.13M 0.22%
15,564
+206
118
$1.11M 0.22%
65,900
+11,700
119
$1.11M 0.22%
23,152
+498
120
$1.11M 0.22%
8,243
-2,270
121
$1.06M 0.21%
12,255
-4,082
122
$1.05M 0.21%
9,095
+57
123
$1.04M 0.21%
15,647
+812
124
$1.03M 0.2%
41,376
-3,588
125
$1.03M 0.2%
14,099
-283
3 4
5
6 7