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
$1.02B
AUM Growth
+$280M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
691
New
Increased
Reduced
Closed

Top Buys

1
+$12.9M
2
+$11.2M
3
+$8.96M
4
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$8.63M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$6.13M

Top Sells

1
+$11.3M
2
+$8.51M
3
+$7.66M
4
VTV icon
Vanguard Value ETF
VTV
+$7.15M
5
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$5.82M

Sector Composition

1 Technology 11.41%
2 Healthcare 4.71%
3 Financials 4.51%
4 Consumer Discretionary 4.36%
5 Communication Services 3.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.36M 0.23%
48,058
+327
102
$2.36M 0.23%
20,936
-141
103
$2.34M 0.23%
75,515
+6,626
104
$2.34M 0.23%
157,440
+46,550
105
$2.31M 0.23%
23,151
-71,777
106
$2.3M 0.23%
68,749
+7,252
107
$2.3M 0.23%
162,571
+1,343
108
$2.29M 0.22%
29,116
+720
109
$2.28M 0.22%
72,100
+9,180
110
$2.27M 0.22%
57,714
+7,474
111
$2.22M 0.22%
73,287
+7,185
112
$2.21M 0.22%
121,486
+7,973
113
$2.19M 0.22%
49,004
+18,686
114
$2.18M 0.21%
40,028
+7,041
115
$2.17M 0.21%
36,261
+17,369
116
$2.16M 0.21%
17,589
+10,275
117
$2.16M 0.21%
11,802
+895
118
$2.13M 0.21%
77,078
+15,455
119
$2.12M 0.21%
62,392
+11,860
120
$2.11M 0.21%
12,792
-427
121
$2.09M 0.21%
43,552
122
$2.08M 0.2%
147,186
+2,404
123
$2.04M 0.2%
20,000
+253
124
$2.02M 0.2%
27,449
+10,771
125
$2.02M 0.2%
10,937
+3,392
3 4
5
6 7