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
$1.78B
AUM Growth
-$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
952
New
Increased
Reduced
Closed

Top Buys

1
+$10M
2
+$5.31M
3
+$3.55M
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$3.23M
5
SPTI icon
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$3.14M

Top Sells

1
+$10.5M
2
+$10.1M
3
+$8.28M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$7.56M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$7.46M

Sector Composition

1 Technology 12.91%
2 Financials 4.95%
3 Consumer Discretionary 4.8%
4 Healthcare 4.03%
5 Communication Services 3.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$3.15M 0.18%
17,896
+12,656
127
$3.15M 0.18%
94,144
-7,522
128
$3.12M 0.17%
24,337
+3,927
129
$3.11M 0.17%
58,571
-19,583
130
$3.11M 0.17%
56,635
+6,308
131
$3.1M 0.17%
22,986
+1,668
132
$3.1M 0.17%
40,844
-1,834
133
$3.1M 0.17%
23,773
+3,978
134
$3.09M 0.17%
58,994
+5,660
135
$3.06M 0.17%
157,871
-1,308
136
$3.05M 0.17%
40,470
+1,661
137
$3.04M 0.17%
141,065
+24,170
138
$3.03M 0.17%
71,701
+1,388
139
$3.01M 0.17%
36,098
-1,028
140
$3M 0.17%
45,802
+21
141
$2.99M 0.17%
59,726
+6,497
142
$2.98M 0.17%
50,458
-6,070
143
$2.96M 0.17%
24,514
-4,024
144
$2.95M 0.17%
10,310
+21
145
$2.95M 0.17%
58,723
+10,620
146
$2.9M 0.16%
46,762
+2,517
147
$2.89M 0.16%
37,103
-617
148
$2.84M 0.16%
415,080
+209,388
149
$2.83M 0.16%
23,925
+708
150
$2.83M 0.16%
13,777
-406
4 5
6
7 8