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
$675M
AUM Growth
+$168M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
502
New
Increased
Reduced
Closed

Top Buys

1
+$13.4M
2
+$9.64M
3
+$6.61M
4
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$6.6M
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$5.11M

Top Sells

1
+$2.02M
2
+$1.99M
3
+$1.89M
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$1.86M
5
SH icon
ProShares Short S&P500
SH
+$1.83M

Sector Composition

1 Technology 12.12%
2 Financials 5.37%
3 Consumer Discretionary 4.77%
4 Healthcare 3.9%
5 Industrials 3.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.54M 0.23%
77,011
-1,049
102
$1.54M 0.23%
8,428
+63
103
$1.53M 0.23%
25,844
+5,392
104
$1.51M 0.22%
12,056
+4,557
105
$1.5M 0.22%
9,600
+1,357
106
$1.49M 0.22%
7,568
+3,696
107
$1.48M 0.22%
29,320
-1,010
108
$1.46M 0.22%
48,540
+1,480
109
$1.45M 0.21%
58,563
+12,298
110
$1.45M 0.21%
19,486
-1,610
111
$1.43M 0.21%
31,570
-300
112
$1.42M 0.21%
38,302
+1,449
113
$1.42M 0.21%
111,034
+917
114
$1.41M 0.21%
27,949
-2,951
115
$1.41M 0.21%
11,810
+479
116
$1.4M 0.21%
55,938
+14,562
117
$1.4M 0.21%
12,528
+650
118
$1.4M 0.21%
15,792
+145
119
$1.39M 0.21%
9,088
+233
120
$1.39M 0.21%
50,400
-2,600
121
$1.37M 0.2%
11,147
-1,213
122
$1.36M 0.2%
24,748
-554
123
$1.36M 0.2%
12,208
+3,385
124
$1.35M 0.2%
28,313
+252
125
$1.35M 0.2%
24,248
+1,096
3 4
5
6 7