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
$1.68B
AUM Growth
+$225M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
868
New
Increased
Reduced
Closed

Top Buys

1
+$11.9M
2
+$9.19M
3
+$9.06M
4
ROUS icon
Hartford Multifactor US Equity ETF
ROUS
+$8.9M
5
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$7.76M

Top Sells

1
+$7.58M
2
+$7.56M
3
+$7.1M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$6.95M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$6.57M

Sector Composition

1 Technology 11.58%
2 Consumer Discretionary 5.04%
3 Financials 4.57%
4 Communication Services 4.53%
5 Healthcare 3.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$3.36M 0.2%
91,680
-47,684
127
$3.36M 0.2%
37,641
+3,913
128
$3.35M 0.2%
192,804
-144,852
129
$3.33M 0.2%
40,470
+4,611
130
$3.29M 0.2%
35,601
+14,908
131
$3.27M 0.19%
44,419
+259
132
$3.27M 0.19%
13,836
+198
133
$3.25M 0.19%
22,829
+8,204
134
$3.24M 0.19%
54,023
+11,003
135
$3.23M 0.19%
14,859
+1,922
136
$3.23M 0.19%
20,383
+809
137
$3.23M 0.19%
25,657
+7,771
138
$3.19M 0.19%
32,088
-44,325
139
$3.15M 0.19%
134,102
-43,965
140
$3.14M 0.19%
47,023
-548
141
$3.13M 0.19%
53,703
-3,414
142
$3.13M 0.19%
45,554
-887
143
$3.11M 0.18%
36,259
+1,265
144
$3.08M 0.18%
127,636
-1,410
145
$3.05M 0.18%
53,447
-17,651
146
$3.04M 0.18%
26,071
+2,654
147
$3.03M 0.18%
55,745
+10,723
148
$2.96M 0.18%
34,391
-2,015
149
$2.93M 0.17%
7
150
$2.9M 0.17%
78,250
-591
4 5
6
7 8