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
$2.63B
AUM Growth
+$197M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,084
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$6.11M
3
+$5.15M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$4.88M
5
DFUS icon
Dimensional US Equity ETF
DFUS
+$4.56M

Top Sells

1
+$6.72M
2
+$5.33M
3
+$4.8M
4
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$3.67M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$3.12M

Sector Composition

1 Technology 11.14%
2 Financials 6.2%
3 Consumer Discretionary 3.84%
4 Healthcare 3.47%
5 Communication Services 2.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$5.35M 0.2%
301,184
+187,482
102
$5.24M 0.2%
102,660
+6,245
103
$5.22M 0.2%
216,102
+4,462
104
$5.17M 0.2%
215,296
+24,336
105
$5.07M 0.19%
49,275
+34,893
106
$5.06M 0.19%
16,969
-525
107
$5.01M 0.19%
66,925
+21,990
108
$4.94M 0.19%
66,491
+12,419
109
$4.93M 0.19%
108,629
-1,301
110
$4.91M 0.19%
51,506
+3,219
111
$4.75M 0.18%
175,004
-2,334
112
$4.75M 0.18%
43,594
+850
113
$4.63M 0.18%
23,267
-8,274
114
$4.57M 0.17%
69,001
-16,473
115
$4.54M 0.17%
52,057
+2,586
116
$4.52M 0.17%
141,881
+86,265
117
$4.5M 0.17%
59,953
+6,083
118
$4.44M 0.17%
155,488
+97,868
119
$4.44M 0.17%
98,035
+5,654
120
$4.37M 0.17%
23,350
-930
121
$4.31M 0.16%
37,877
-2,197
122
$4.23M 0.16%
265,472
+8,885
123
$4.23M 0.16%
59,724
+7,178
124
$4.2M 0.16%
44,986
-4,995
125
$4.18M 0.16%
59,783
+34,361
3 4
5
6 7