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
$757M
AUM Growth
-$12.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
614
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$6.3M
3
+$4.93M
4
XAR icon
State Street SPDR S&P Aerospace & Defense ETF
XAR
+$4.15M
5
FREL icon
Fidelity MSCI Real Estate Index ETF
FREL
+$4.06M

Top Sells

1
+$35.4M
2
+$3.87M
3
+$2.69M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$2.4M
5
SPTL icon
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
+$2.02M

Sector Composition

1 Technology 7.74%
2 Financials 5.32%
3 Consumer Discretionary 4.83%
4 Healthcare 3.58%
5 Industrials 3.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.5M 0.2%
29,887
-31,959
127
$1.49M 0.2%
39,690
-3,710
128
$1.49M 0.2%
29,396
+115
129
$1.49M 0.2%
9,839
-2
130
$1.48M 0.2%
39,440
-303
131
$1.48M 0.19%
35,910
+15,119
132
$1.45M 0.19%
36,756
+1,737
133
$1.44M 0.19%
62,853
-943
134
$1.42M 0.19%
20,662
+969
135
$1.42M 0.19%
17,650
-865
136
$1.42M 0.19%
59,965
+1,695
137
$1.4M 0.18%
22,722
-1,405
138
$1.39M 0.18%
28,224
+4,998
139
$1.38M 0.18%
106,413
140
$1.36M 0.18%
21,604
+963
141
$1.36M 0.18%
31,570
142
$1.35M 0.18%
26,839
-13,771
143
$1.33M 0.18%
101,777
+2,875
144
$1.33M 0.18%
18,044
+1,264
145
$1.31M 0.17%
6,113
-207
146
$1.3M 0.17%
17,096
+1,626
147
$1.29M 0.17%
15,408
-569
148
$1.28M 0.17%
36,355
+6,120
149
$1.27M 0.17%
87,868
+21,387
150
$1.26M 0.17%
46,400
+6,130
4 5
6
7 8