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
$1.34B
AUM Growth
+$191M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
769
New
Increased
Reduced
Closed

Top Buys

1
+$8.44M
2
+$7.6M
3
+$7.11M
4
ADBE icon
Adobe
ADBE
+$6.01M
5
ARKF icon
ARK Fintech Innovation ETF
ARKF
+$5.78M

Top Sells

1
+$5.98M
2
+$5.84M
3
+$4.77M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$3.78M
5
BLV icon
Vanguard Long-Term Bond ETF
BLV
+$3.68M

Sector Composition

1 Technology 12.2%
2 Consumer Discretionary 5.25%
3 Financials 4.49%
4 Healthcare 4.18%
5 Communication Services 3.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.9M 0.22%
24,359
+803
102
$2.88M 0.21%
140,530
+35,950
103
$2.83M 0.21%
24,138
+2,224
104
$2.8M 0.21%
31,763
+420
105
$2.8M 0.21%
66,444
-2,938
106
$2.79M 0.21%
20,366
+314
107
$2.77M 0.21%
67,464
+2,857
108
$2.76M 0.21%
89,018
+9,704
109
$2.75M 0.2%
40,587
+2,856
110
$2.74M 0.2%
21,433
-1,042
111
$2.73M 0.2%
16,958
-1,504
112
$2.68M 0.2%
44,583
+8,895
113
$2.66M 0.2%
78,912
+4,298
114
$2.61M 0.19%
101,458
+16,602
115
$2.6M 0.19%
27,338
+3,286
116
$2.56M 0.19%
37,446
+3,849
117
$2.52M 0.19%
192,880
-164,800
118
$2.51M 0.19%
15,927
-20,260
119
$2.51M 0.19%
16,906
-917
120
$2.5M 0.19%
42,828
+4,249
121
$2.49M 0.19%
19,533
+2,236
122
$2.48M 0.18%
41,146
-2,933
123
$2.44M 0.18%
126,168
+21,799
124
$2.44M 0.18%
36,130
+17,173
125
$2.44M 0.18%
+7
3 4
5
6 7