MA
Mutual Advisors Portfolio holdings
AUM
$4.66B
1-Year Est. Return
17.21%
This Fund
S&P 500
1 Year Est. Return
+17.21%
AUM
$4.66B
AUM Growth
+$125M
(+2.7%)
Holding
1,355
Top Buys
| 1 | +$14M | |
| 2 | +$10.3M | |
| 3 | +$6.26M | |
| 4 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$5.67M |
| 5 |
Microsoft
MSFT
|
+$5.05M |
Top Sells
| 1 | +$6.02M | |
| 2 | +$5.22M | |
| 3 | +$4.6M | |
| 4 |
Vanguard Information Technology ETF
VGT
|
+$4.49M |
| 5 |
Vanguard Short-Term Treasury ETF
VGSH
|
+$3.39M |
Sector Composition
| 1 | Technology | 11.63% |
| 2 | Financials | 6.22% |
| 3 | Healthcare | 3.59% |
| 4 | Communication Services | 3.41% |
| 5 | Consumer Discretionary | 3.05% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1351
YieldMax TSLA Option Income Strategy ETF
TSLY
$957M
| – | – |
-2,311
|
|
||
1352
Liberty All-Star Equity Fund
USA
$1.74B
| – | – |
-10,450
|
|
||
1353
Invesco Bond Fund
VBF
$174M
| – | – |
-12,495
|
|
||
|
1354
Vanguard Short-Term Treasury ETF
VGSH
$27B
| – | – |
-57,612
|
|
||
1355
Vornado Realty Trust
VNO
$5.25B
| – | – |
-5,551
|
|