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
$757M
AUM Growth
-$12.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
614
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$6.3M
3
+$4.93M
4
XAR icon
State Street SPDR S&P Aerospace & Defense ETF
XAR
+$4.15M
5
FREL icon
Fidelity MSCI Real Estate Index ETF
FREL
+$4.06M

Top Sells

1
+$35.4M
2
+$3.87M
3
+$2.69M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$2.4M
5
SPTL icon
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
+$2.02M

Sector Composition

1 Technology 7.74%
2 Financials 5.32%
3 Consumer Discretionary 4.83%
4 Healthcare 3.58%
5 Industrials 3.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.89M 0.25%
63,776
-7,826
102
$1.8M 0.24%
33,031
+1,222
103
$1.79M 0.24%
52,466
-15,437
104
$1.77M 0.23%
60,863
+1,792
105
$1.74M 0.23%
109,583
-1,980
106
$1.72M 0.23%
18,800
-143
107
$1.71M 0.23%
26,655
+1,051
108
$1.7M 0.22%
19,044
-760
109
$1.69M 0.22%
23,650
+8,455
110
$1.69M 0.22%
160,416
+24,384
111
$1.68M 0.22%
50,659
+259
112
$1.67M 0.22%
14,016
+2,714
113
$1.66M 0.22%
12,072
+197
114
$1.65M 0.22%
28,412
-690
115
$1.64M 0.22%
79,555
+3,439
116
$1.63M 0.21%
32,315
+6,457
117
$1.62M 0.21%
7,306
-437
118
$1.61M 0.21%
7,388
+124
119
$1.6M 0.21%
14,341
+750
120
$1.57M 0.21%
132,840
+15,864
121
$1.55M 0.21%
19,179
+4,518
122
$1.55M 0.2%
45,098
+7,341
123
$1.53M 0.2%
35,637
+7,769
124
$1.51M 0.2%
101,600
125
$1.5M 0.2%
25,062
+130
3 4
5
6 7