MA
Mutual Advisors Portfolio holdings
AUM
$4.66B
1-Year Est. Return
17.52%
This Fund
S&P 500
1 Year Est. Return
+17.52%
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 | 6.26% |
| 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
MYR Group
MYRG
$6.65B
| – | – |
-4,414
|
|
||
|
ACH
1352
Accendra Health
ACH
$286M
| – | – |
-228,376
|
|
||
1353
Ondas Inc
ONDS
$4.36B
| – | – |
-13,065
|
|
||
1354
Opendoor
OPEN
$5.13B
| – | – |
-10,547
|
|
||
1355
Innovator US Equity Power Buffer ETF May
PMAY
$601M
| – | – |
-7,693
|
|