MA

Mutual Advisors Portfolio holdings

AUM $4B
1-Year Est. Return 14.38%
This Quarter Est. Return
1 Year Est. Return
+14.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$737M
AUM Growth
-$203M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
657
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$8.24M
3
+$4.64M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$3.37M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$3.1M

Top Sells

1
+$12.5M
2
+$8.1M
3
+$5.29M
4
IWL icon
iShares Russell Top 200 ETF
IWL
+$4.95M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$4.76M

Sector Composition

1 Technology 9.65%
2 Financials 4.65%
3 Healthcare 4.59%
4 Consumer Discretionary 4.12%
5 Communication Services 3.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.54M 0.21%
18,973
-2,922
127
$1.52M 0.21%
50,532
-10,442
128
$1.52M 0.21%
34,288
+1,568
129
$1.5M 0.2%
31,024
-954
130
$1.5M 0.2%
29,944
+1,180
131
$1.49M 0.2%
28,130
-64,247
132
$1.49M 0.2%
62,920
+14,900
133
$1.49M 0.2%
57,870
-3,660
134
$1.48M 0.2%
61,623
-62,451
135
$1.47M 0.2%
20,162
+3,721
136
$1.47M 0.2%
25,920
+95
137
$1.46M 0.2%
9,871
+2,712
138
$1.46M 0.2%
13,545
+284
139
$1.45M 0.2%
13,618
-1,269
140
$1.43M 0.19%
110,890
+5,398
141
$1.4M 0.19%
38,120
+32,684
142
$1.4M 0.19%
26,101
-43,770
143
$1.37M 0.19%
15,440
+577
144
$1.35M 0.18%
9,766
+401
145
$1.34M 0.18%
30,318
-1,257
146
$1.34M 0.18%
16,954
-1,600
147
$1.34M 0.18%
19,750
+3,074
148
$1.32M 0.18%
+12,420
149
$1.32M 0.18%
18,093
-1,023
150
$1.3M 0.18%
52,921
+16,943
4 5
6
7 8