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
$675M
AUM Growth
+$168M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
502
New
Increased
Reduced
Closed

Top Buys

1
+$13.4M
2
+$9.64M
3
+$6.61M
4
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$6.6M
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$5.11M

Top Sells

1
+$2.02M
2
+$1.99M
3
+$1.89M
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$1.86M
5
SH icon
ProShares Short S&P500
SH
+$1.83M

Sector Composition

1 Technology 12.12%
2 Financials 5.37%
3 Consumer Discretionary 4.77%
4 Healthcare 3.9%
5 Industrials 3.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.34M 0.2%
65,900
127
$1.34M 0.2%
57,755
-1,175
128
$1.33M 0.2%
28,796
-29,830
129
$1.3M 0.19%
23,193
+10,411
130
$1.3M 0.19%
27,673
+1,760
131
$1.28M 0.19%
16,059
+495
132
$1.27M 0.19%
35,060
-180
133
$1.25M 0.19%
15,099
+1,000
134
$1.25M 0.19%
+31,821
135
$1.22M 0.18%
7,792
+1,356
136
$1.22M 0.18%
49,852
-3,180
137
$1.21M 0.18%
17,156
-19,814
138
$1.21M 0.18%
20,692
-336
139
$1.18M 0.17%
250,078
+833
140
$1.18M 0.17%
6,191
+478
141
$1.17M 0.17%
+23,330
142
$1.17M 0.17%
101,600
+10,800
143
$1.16M 0.17%
8,943
-152
144
$1.16M 0.17%
43,400
+5,100
145
$1.15M 0.17%
+24,749
146
$1.15M 0.17%
101,376
+6,264
147
$1.14M 0.17%
19,303
-788
148
$1.13M 0.17%
50,200
+25,100
149
$1.12M 0.17%
72,862
+3,234
150
$1.12M 0.17%
11,833
+1,418
4 5
6
7 8