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
$2.23B
AUM Growth
+$293M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
990
New
Increased
Reduced
Closed

Top Buys

1
+$26.7M
2
+$14.6M
3
+$14.2M
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$9.29M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$8.42M

Top Sells

1
+$5.66M
2
+$4.74M
3
+$4.38M
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$4.01M
5
PSQ icon
ProShares Short QQQ
PSQ
+$3.59M

Sector Composition

1 Technology 9.15%
2 Financials 7.05%
3 Healthcare 3.86%
4 Consumer Discretionary 3.56%
5 Energy 2.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$4.66M 0.21%
193,132
+9,044
102
$4.63M 0.21%
17,553
+1,163
103
$4.6M 0.21%
22,576
-1,412
104
$4.6M 0.21%
249,925
+60,527
105
$4.55M 0.2%
154,380
+2,310
106
$4.53M 0.2%
25,981
+11,874
107
$4.44M 0.2%
26,181
-423
108
$4.42M 0.2%
16,826
+660
109
$4.4M 0.2%
62,411
+1,722
110
$4.39M 0.2%
88,042
-6,407
111
$4.34M 0.19%
91,794
+4,482
112
$4.33M 0.19%
44,630
-30,646
113
$4.29M 0.19%
188,681
-13,499
114
$4.27M 0.19%
19,940
+673
115
$4.23M 0.19%
123,027
+10,163
116
$4.2M 0.19%
42,300
+7,450
117
$4.17M 0.19%
94,411
+29,883
118
$4.14M 0.19%
39,232
+5,482
119
$4.14M 0.19%
224,436
+1,667
120
$4.07M 0.18%
54,741
+4,709
121
$4M 0.18%
48,390
+10,521
122
$3.93M 0.18%
78,301
+60,470
123
$3.86M 0.17%
84,524
+4,008
124
$3.84M 0.17%
34,965
-128
125
$3.8M 0.17%
61,681
+12,982
3 4
5
6 7