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
$439M
AUM Growth
+$44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
440
New
Increased
Reduced
Closed

Top Buys

1
+$3.82M
2
+$1.67M
3
+$1.48M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$1.39M
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$1.38M

Top Sells

1
+$1.36M
2
+$1M
3
+$983K
4
AKAM icon
Akamai
AKAM
+$980K
5
IYE icon
iShares US Energy ETF
IYE
+$858K

Sector Composition

1 Technology 8.25%
2 Financials 6.83%
3 Consumer Discretionary 6.27%
4 Industrials 5.29%
5 Healthcare 4.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.07M 0.24%
96,200
127
$1.07M 0.24%
19,343
-299
128
$1.07M 0.24%
16,618
+248
129
$1.06M 0.24%
24,251
+1,369
130
$1.06M 0.24%
8,862
-540
131
$1.05M 0.24%
12,971
-488
132
$1.04M 0.24%
98,198
133
$1.04M 0.24%
203,760
134
$1.04M 0.24%
50,600
135
$1.03M 0.24%
12,979
+90
136
$1.02M 0.23%
3,457
+47
137
$1.01M 0.23%
9,227
+48
138
$1.01M 0.23%
50,748
+5,500
139
$1.01M 0.23%
16,010
+1,539
140
$1M 0.23%
91,392
+3,810
141
$989K 0.23%
42,453
+3,843
142
$973K 0.22%
17,484
+390
143
$968K 0.22%
20,330
+7,175
144
$965K 0.22%
12,709
+702
145
$965K 0.22%
182,100
+60,000
146
$965K 0.22%
50,695
-496
147
$963K 0.22%
37,830
-734
148
$961K 0.22%
13,764
+109
149
$945K 0.22%
11,664
+830
150
$944K 0.22%
8,659
-1,022
4 5
6
7 8