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
$1.78B
AUM Growth
-$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
952
New
Increased
Reduced
Closed

Top Buys

1
+$10M
2
+$5.31M
3
+$3.55M
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$3.23M
5
SPTI icon
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$3.14M

Top Sells

1
+$10.5M
2
+$10.1M
3
+$8.28M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$7.56M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$7.46M

Sector Composition

1 Technology 12.91%
2 Financials 4.95%
3 Consumer Discretionary 4.8%
4 Healthcare 4.03%
5 Communication Services 3.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$3.75M 0.21%
51,313
-1,239
102
$3.7M 0.21%
7
103
$3.69M 0.21%
122,804
+11,635
104
$3.62M 0.2%
24,186
+17,252
105
$3.57M 0.2%
200,850
+1,482
106
$3.54M 0.2%
34,957
-7,028
107
$3.54M 0.2%
32,339
+1,257
108
$3.49M 0.2%
140,252
+2,633
109
$3.48M 0.19%
33,732
-361
110
$3.46M 0.19%
32,286
+25,075
111
$3.44M 0.19%
9,416
+43
112
$3.42M 0.19%
44,122
-2,513
113
$3.4M 0.19%
45,714
+34,110
114
$3.4M 0.19%
73,624
-6,871
115
$3.39M 0.19%
133,938
-51,834
116
$3.38M 0.19%
40,084
+10,681
117
$3.35M 0.19%
13,843
+52
118
$3.34M 0.19%
28,899
+4,247
119
$3.33M 0.19%
47,920
-6,490
120
$3.31M 0.19%
41,627
+1,596
121
$3.31M 0.19%
14,838
-405
122
$3.3M 0.18%
128,011
+556
123
$3.25M 0.18%
113,271
-38,141
124
$3.21M 0.18%
29,290
+559
125
$3.19M 0.18%
65,036
+2,709
3 4
5
6 7