MA

Mutual Advisors Portfolio holdings

AUM $4B
1-Year Est. Return 14.38%
This Quarter Est. Return
1 Year Est. Return
+14.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$737M
AUM Growth
-$203M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
657
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$8.24M
3
+$4.64M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$3.37M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$3.1M

Top Sells

1
+$12.5M
2
+$8.1M
3
+$5.29M
4
IWL icon
iShares Russell Top 200 ETF
IWL
+$4.95M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$4.76M

Sector Composition

1 Technology 9.65%
2 Financials 4.65%
3 Healthcare 4.59%
4 Consumer Discretionary 4.12%
5 Communication Services 3.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.81M 0.25%
24,603
-2,887
102
$1.8M 0.24%
21,412
+18,120
103
$1.8M 0.24%
32,987
+24,754
104
$1.79M 0.24%
19,747
+1,806
105
$1.78M 0.24%
15,778
-7,213
106
$1.76M 0.24%
20,159
-73
107
$1.75M 0.24%
61,497
-15,366
108
$1.75M 0.24%
144,782
+1,614
109
$1.75M 0.24%
8,607
+1,783
110
$1.73M 0.24%
31,570
-469
111
$1.72M 0.23%
31,903
-232,009
112
$1.69M 0.23%
14,082
+134
113
$1.68M 0.23%
6,715
-1,227
114
$1.68M 0.23%
13,219
-2,038
115
$1.67M 0.23%
64,480
-35,140
116
$1.65M 0.22%
43,554
-4,831
117
$1.64M 0.22%
33,859
-415
118
$1.63M 0.22%
10,907
-3,882
119
$1.63M 0.22%
82,521
+60,773
120
$1.62M 0.22%
113,513
-3,017
121
$1.61M 0.22%
27,061
+2,073
122
$1.59M 0.22%
31,096
-412
123
$1.57M 0.21%
19,859
+850
124
$1.55M 0.21%
58,486
+422
125
$1.54M 0.21%
7,934
-1,319
3 4
5
6 7