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
$3.49B
AUM Growth
+$39.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,174
New
Increased
Reduced
Closed

Top Buys

1
+$164M
2
+$84.4M
3
+$45.9M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$21M
5
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$20.2M

Top Sells

1
+$252M
2
+$17.3M
3
+$7.12M
4
AAPL icon
Apple
AAPL
+$5.99M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$4.53M

Sector Composition

1 Technology 10.39%
2 Financials 7.31%
3 Healthcare 3.84%
4 Consumer Discretionary 3.29%
5 Communication Services 3.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$6.95M 0.2%
222,521
-16,517
102
$6.93M 0.2%
152,399
+113,249
103
$6.85M 0.2%
121,068
+9,876
104
$6.81M 0.19%
104,245
+1,526
105
$6.7M 0.19%
59,401
-3,707
106
$6.69M 0.19%
213,020
-1,868
107
$6.61M 0.19%
28,443
-9,741
108
$6.59M 0.19%
142,966
+4,152
109
$6.56M 0.19%
294,361
+29,413
110
$6.35M 0.18%
57,500
+3,464
111
$6.34M 0.18%
203,036
+2,095
112
$6.31M 0.18%
33,904
-46
113
$6.27M 0.18%
107,558
-12,411
114
$6.19M 0.18%
230,746
-35,546
115
$6.16M 0.18%
20,090
+2,490
116
$6.15M 0.18%
177,053
+90,876
117
$6.12M 0.18%
76,009
+50,596
118
$6.11M 0.17%
263,675
+38,899
119
$6.05M 0.17%
158,504
-4,622
120
$6M 0.17%
27,927
-2,512
121
$5.93M 0.17%
72,717
+55,876
122
$5.88M 0.17%
33,414
+2,444
123
$5.86M 0.17%
15,933
-605
124
$5.85M 0.17%
52,266
+10,244
125
$5.81M 0.17%
126,524
+49,061
3 4
5
6 7