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
$769M
AUM Growth
+$94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
591
New
Increased
Reduced
Closed

Top Buys

1
+$3.96M
2
+$3.82M
3
+$3.33M
4
TFLO icon
iShares Treasury Floating Rate Bond ETF
TFLO
+$3.11M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$2.95M

Top Sells

1
+$11M
2
+$9.69M
3
+$6.53M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$6.3M
5
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$3.92M

Sector Composition

1 Technology 12.28%
2 Financials 5.5%
3 Consumer Discretionary 4.54%
4 Healthcare 3.93%
5 Industrials 3.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.77M 0.23%
+71,286
102
$1.77M 0.23%
7,264
+217
103
$1.76M 0.23%
69,429
+4,482
104
$1.76M 0.23%
42,019
+36
105
$1.71M 0.22%
59,071
-946
106
$1.7M 0.22%
+18,943
107
$1.7M 0.22%
29,102
-470
108
$1.64M 0.21%
55,280
+34,153
109
$1.63M 0.21%
55,829
-83,030
110
$1.62M 0.21%
31,809
+4,136
111
$1.62M 0.21%
59,844
+1,281
112
$1.6M 0.21%
65,900
113
$1.59M 0.21%
76,116
-895
114
$1.58M 0.21%
27,815
+3,067
115
$1.58M 0.21%
7,743
+175
116
$1.56M 0.2%
50,400
117
$1.56M 0.2%
11,875
+728
118
$1.56M 0.2%
54,040
+5,500
119
$1.55M 0.2%
63,796
+7,982
120
$1.54M 0.2%
17,655
+11,298
121
$1.53M 0.2%
39,743
+1,441
122
$1.53M 0.2%
9,841
+753
123
$1.53M 0.2%
111,563
+529
124
$1.52M 0.2%
39,100
-33,995
125
$1.51M 0.2%
8,898
+470
3 4
5
6 7