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
$1.02B
AUM Growth
+$280M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
691
New
Increased
Reduced
Closed

Top Buys

1
+$12.9M
2
+$11.2M
3
+$8.96M
4
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$8.63M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$6.13M

Top Sells

1
+$11.3M
2
+$8.51M
3
+$7.66M
4
VTV icon
Vanguard Value ETF
VTV
+$7.15M
5
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$5.82M

Sector Composition

1 Technology 11.41%
2 Healthcare 4.71%
3 Financials 4.51%
4 Consumer Discretionary 4.36%
5 Communication Services 3.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2M 0.2%
20,928
+1,955
127
$1.97M 0.19%
+41,394
128
$1.97M 0.19%
76,246
+11,766
129
$1.96M 0.19%
33,965
-3,876
130
$1.95M 0.19%
108,737
-1,202
131
$1.93M 0.19%
32,035
+465
132
$1.93M 0.19%
35,292
+1,004
133
$1.93M 0.19%
21,124
+1,265
134
$1.93M 0.19%
43,144
-410
135
$1.93M 0.19%
11,062
+181
136
$1.91M 0.19%
29,386
+2,325
137
$1.89M 0.19%
20,723
+973
138
$1.88M 0.18%
17,003
+8,628
139
$1.87M 0.18%
23,136
-1,467
140
$1.83M 0.18%
61,680
+3,194
141
$1.8M 0.18%
13,177
-368
142
$1.8M 0.18%
29,630
-2,273
143
$1.77M 0.17%
17,780
-313
144
$1.71M 0.17%
+30,835
145
$1.7M 0.17%
10,363
+597
146
$1.69M 0.17%
28,104
-1,840
147
$1.66M 0.16%
+30,715
148
$1.65M 0.16%
26,842
+9,412
149
$1.65M 0.16%
32,618
+4,980
150
$1.63M 0.16%
26,090
+170
4 5
6
7 8