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
$395M
AUM Growth
+$130M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
403
New
Increased
Reduced
Closed

Top Buys

1
+$5.56M
2
+$3.83M
3
+$2.69M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.49M
5
TSE icon
Trinseo
TSE
+$2.38M

Top Sells

1
+$1.69M
2
+$801K
3
+$397K
4
POWA icon
Invesco Bloomberg Pricing Power ETF
POWA
+$345K
5
LDL
Lydall, Inc.
LDL
+$300K

Sector Composition

1 Technology 8.7%
2 Financials 7.41%
3 Consumer Discretionary 6.06%
4 Industrials 5.9%
5 Healthcare 4.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.03M 0.26%
10,789
-276
127
$1.03M 0.26%
+38,610
128
$1.03M 0.26%
4,793
+319
129
$1.02M 0.26%
16,370
+9,024
130
$1.01M 0.26%
+49,200
131
$1.01M 0.26%
27,319
+19,732
132
$994K 0.25%
22,882
+3,311
133
$980K 0.25%
+13,802
134
$980K 0.25%
9,179
+1,248
135
$959K 0.24%
+50,600
136
$957K 0.24%
12,820
+2,227
137
$950K 0.24%
+45,248
138
$946K 0.24%
20,274
+4,522
139
$934K 0.24%
+449
140
$931K 0.24%
87,582
+5,202
141
$924K 0.23%
40,262
+3,004
142
$919K 0.23%
17,094
+4,932
143
$915K 0.23%
+61,300
144
$901K 0.23%
+14,471
145
$893K 0.23%
38,564
-798
146
$874K 0.22%
+56,800
147
$869K 0.22%
31,515
+13,048
148
$860K 0.22%
10,969
+18
149
$856K 0.22%
10,712
+617
150
$856K 0.22%
+12,889
4 5
6
7 8