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
$1.68B
AUM Growth
+$225M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
868
New
Increased
Reduced
Closed

Top Buys

1
+$11.9M
2
+$9.19M
3
+$9.06M
4
ROUS icon
Hartford Multifactor US Equity ETF
ROUS
+$8.9M
5
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$7.76M

Top Sells

1
+$7.58M
2
+$7.56M
3
+$7.1M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$6.95M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$6.57M

Sector Composition

1 Technology 11.58%
2 Consumer Discretionary 5.04%
3 Financials 4.57%
4 Communication Services 4.53%
5 Healthcare 3.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$4.11M 0.24%
86,180
-790
102
$4.11M 0.24%
56,221
+2,810
103
$4.11M 0.24%
24,795
+5,494
104
$4M 0.24%
151,757
+10,708
105
$4M 0.24%
73,002
+5,425
106
$3.99M 0.24%
23,014
+1,309
107
$3.92M 0.23%
152,926
+33,354
108
$3.88M 0.23%
49,850
+2,136
109
$3.87M 0.23%
10,224
+1,020
110
$3.86M 0.23%
98,080
+3,775
111
$3.84M 0.23%
40,878
+19,106
112
$3.69M 0.22%
22,278
+176
113
$3.68M 0.22%
73,244
-150,465
114
$3.63M 0.22%
16,100
-126
115
$3.54M 0.21%
135,867
+26,529
116
$3.51M 0.21%
77,803
+63,897
117
$3.47M 0.21%
24,288
-1,682
118
$3.46M 0.21%
9,488
+126
119
$3.46M 0.21%
54,889
+1,381
120
$3.46M 0.21%
72,519
-4,104
121
$3.43M 0.2%
145,071
+129,216
122
$3.41M 0.2%
217,241
+62,899
123
$3.38M 0.2%
25,437
-32,728
124
$3.38M 0.2%
40,482
-694
125
$3.37M 0.2%
163,554
-3,100
3 4
5
6 7