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
$1.34B
AUM Growth
+$191M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
769
New
Increased
Reduced
Closed

Top Buys

1
+$8.44M
2
+$7.6M
3
+$7.11M
4
ADBE icon
Adobe
ADBE
+$6.01M
5
ARKF icon
ARK Fintech Innovation ETF
ARKF
+$5.78M

Top Sells

1
+$5.98M
2
+$5.84M
3
+$4.77M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$3.78M
5
BLV icon
Vanguard Long-Term Bond ETF
BLV
+$3.68M

Sector Composition

1 Technology 12.2%
2 Consumer Discretionary 5.25%
3 Financials 4.49%
4 Healthcare 4.18%
5 Communication Services 3.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.42M 0.18%
9,321
+6,299
127
$2.42M 0.18%
123,253
-701
128
$2.42M 0.18%
22,118
+4,038
129
$2.42M 0.18%
81,937
+16,095
130
$2.4M 0.18%
13,206
+1,951
131
$2.38M 0.18%
67,924
-1,204
132
$2.38M 0.18%
10,356
-3,196
133
$2.37M 0.18%
23,068
+5,695
134
$2.34M 0.17%
22,375
-23,240
135
$2.33M 0.17%
25,114
-567
136
$2.33M 0.17%
21,761
-6,233
137
$2.31M 0.17%
150,531
+321
138
$2.31M 0.17%
33,422
-6,915
139
$2.3M 0.17%
27,101
+376
140
$2.29M 0.17%
11,694
+2,811
141
$2.29M 0.17%
20,909
-871
142
$2.28M 0.17%
149,211
-13,835
143
$2.26M 0.17%
10,568
+71
144
$2.25M 0.17%
43,552
145
$2.19M 0.16%
46,955
+7
146
$2.16M 0.16%
10,443
-188
147
$2.16M 0.16%
22,420
-1,445
148
$2.15M 0.16%
23,068
+1,341
149
$2.15M 0.16%
30,080
+20,922
150
$2.15M 0.16%
39,121
-14,342
4 5
6
7 8