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
$769M
AUM Growth
+$94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
591
New
Increased
Reduced
Closed

Top Buys

1
+$3.96M
2
+$3.82M
3
+$3.33M
4
TFLO icon
iShares Treasury Floating Rate Bond ETF
TFLO
+$3.11M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$2.95M

Top Sells

1
+$11M
2
+$9.69M
3
+$6.53M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$6.3M
5
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$3.92M

Sector Composition

1 Technology 12.28%
2 Financials 5.5%
3 Consumer Discretionary 4.54%
4 Healthcare 3.93%
5 Industrials 3.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.51M 0.2%
13,591
+3,520
127
$1.49M 0.19%
+60,642
128
$1.48M 0.19%
34,700
+19,164
129
$1.47M 0.19%
106,413
+193
130
$1.45M 0.19%
+15,848
131
$1.45M 0.19%
18,515
-80,720
132
$1.43M 0.19%
17,065
-2,421
133
$1.42M 0.18%
136,032
+33,744
134
$1.4M 0.18%
24,932
+684
135
$1.4M 0.18%
24,127
+934
136
$1.39M 0.18%
98,902
+26,040
137
$1.39M 0.18%
58,270
+515
138
$1.38M 0.18%
116,976
+15,600
139
$1.37M 0.18%
12,519
-9
140
$1.35M 0.18%
37,757
+29,322
141
$1.34M 0.17%
15,977
-82
142
$1.34M 0.17%
11,302
+5,924
143
$1.34M 0.17%
27,868
+21,900
144
$1.34M 0.17%
15,519
+420
145
$1.34M 0.17%
31,570
146
$1.33M 0.17%
29,281
+968
147
$1.31M 0.17%
16,050
148
$1.31M 0.17%
6,320
+129
149
$1.31M 0.17%
29,320
150
$1.3M 0.17%
25,858
+2,528
4 5
6
7 8