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
$1.69B
AUM Growth
+$3.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
913
New
Increased
Reduced
Closed

Top Buys

1
+$9.83M
2
+$6.45M
3
+$6.04M
4
TLTD icon
FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund
TLTD
+$4.64M
5
FJUN icon
FT Vest US Equity Buffer ETF June
FJUN
+$4.46M

Top Sells

1
+$10.4M
2
+$10.3M
3
+$7.75M
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$6.92M
5
XLSR icon
State Street US Sector Rotation ETF
XLSR
+$6.38M

Sector Composition

1 Technology 11.92%
2 Consumer Discretionary 5%
3 Financials 4.83%
4 Communication Services 4.57%
5 Healthcare 3.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$4.03M 0.24%
157,546
+4,620
102
$4M 0.24%
34,896
+8,825
103
$3.94M 0.23%
148,473
-12,505
104
$3.94M 0.23%
140,236
-11,521
105
$3.86M 0.23%
44,291
-5,559
106
$3.85M 0.23%
99,152
+1,072
107
$3.8M 0.23%
9,395
-93
108
$3.76M 0.22%
45,857
+5,387
109
$3.71M 0.22%
23,715
+3,332
110
$3.64M 0.22%
+99,867
111
$3.6M 0.21%
28,923
+27,365
112
$3.56M 0.21%
41,937
+1,455
113
$3.54M 0.21%
41,414
+5,155
114
$3.54M 0.21%
10,249
+25
115
$3.54M 0.21%
237,370
+20,129
116
$3.49M 0.21%
59,302
+4,413
117
$3.46M 0.2%
101,373
+93,745
118
$3.39M 0.2%
74,488
+1,969
119
$3.39M 0.2%
+114,656
120
$3.38M 0.2%
90,647
+24,513
121
$3.38M 0.2%
67,555
+11,810
122
$3.37M 0.2%
14,240
+404
123
$3.31M 0.2%
17,232
+2,373
124
$3.3M 0.2%
25,062
-375
125
$3.3M 0.2%
32,555
+467
3 4
5
6 7