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
$1.69B
AUM Growth
+$3.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
913
New
Increased
Reduced
Closed

Top Buys

1
+$9.83M
2
+$6.45M
3
+$6.04M
4
TLTD icon
FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund
TLTD
+$4.64M
5
FJUN icon
FT Vest US Equity Buffer ETF June
FJUN
+$4.46M

Top Sells

1
+$10.4M
2
+$10.3M
3
+$7.75M
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$6.92M
5
XLSR icon
State Street US Sector Rotation ETF
XLSR
+$6.38M

Sector Composition

1 Technology 11.92%
2 Consumer Discretionary 5%
3 Financials 4.83%
4 Communication Services 4.57%
5 Healthcare 3.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$3.29M 0.2%
190,362
-2,442
127
$3.29M 0.19%
25,481
+1,193
128
$3.28M 0.19%
25,752
+95
129
$3.21M 0.19%
156,478
-7,076
130
$3.18M 0.19%
30,876
-10,002
131
$3.16M 0.19%
19,544
+4,393
132
$3.15M 0.19%
52,609
-1,414
133
$3.12M 0.18%
28,257
-14,281
134
$3.1M 0.18%
45,575
+21
135
$3.09M 0.18%
24,181
+8,677
136
$3.08M 0.18%
54,004
+557
137
$3.02M 0.18%
13,043
+2,972
138
$3M 0.18%
37,576
-65
139
$3M 0.18%
40,164
+4,563
140
$2.99M 0.18%
50,585
+3,562
141
$2.98M 0.18%
64,191
+5,058
142
$2.95M 0.17%
+111,037
143
$2.95M 0.17%
40,089
-4,330
144
$2.93M 0.17%
35,776
+2,148
145
$2.92M 0.17%
27,760
+1,160
146
$2.92M 0.17%
43,552
147
$2.89M 0.17%
6,431
+927
148
$2.88M 0.17%
7
149
$2.87M 0.17%
37,792
+10,776
150
$2.86M 0.17%
131,992
-2,110
4 5
6
7 8