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
$2.44B
AUM Growth
+$202M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,021
New
Increased
Reduced
Closed

Top Buys

1
+$37M
2
+$10.3M
3
+$8.63M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$7.17M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$5.14M

Top Sells

1
+$23.6M
2
+$13.8M
3
+$4.82M
4
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$4.11M
5
SPTI icon
SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$3.97M

Sector Composition

1 Technology 10.29%
2 Financials 6.32%
3 Consumer Discretionary 3.72%
4 Healthcare 3.59%
5 Communication Services 2.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$4.89M 0.2%
17,494
-59
102
$4.75M 0.19%
99,801
+5,390
103
$4.74M 0.19%
22,461
-115
104
$4.73M 0.19%
49,981
+15,307
105
$4.7M 0.19%
109,930
-25,739
106
$4.69M 0.19%
93,021
-5,742
107
$4.66M 0.19%
190,960
-3,182
108
$4.65M 0.19%
36,457
+1,492
109
$4.64M 0.19%
173,108
-27,106
110
$4.6M 0.19%
96,415
-17,116
111
$4.54M 0.19%
53,237
+4,847
112
$4.52M 0.19%
48,287
+12,330
113
$4.52M 0.19%
177,338
+30,358
114
$4.47M 0.18%
18,286
-1,654
115
$4.45M 0.18%
42,697
+397
116
$4.33M 0.18%
24,280
-1,701
117
$4.28M 0.18%
17,706
+880
118
$4.24M 0.17%
135,826
+19,615
119
$4.19M 0.17%
224,651
+215
120
$4.18M 0.17%
178,795
-9,886
121
$4.12M 0.17%
92,381
+7,857
122
$4.07M 0.17%
53,870
+3,172
123
$4.07M 0.17%
60,852
-829
124
$4.04M 0.17%
83,157
+2,716
125
$4.02M 0.16%
49,471
+3,133
3 4
5
6 7