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
$2.23B
AUM Growth
+$293M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
990
New
Increased
Reduced
Closed

Top Buys

1
+$26.7M
2
+$14.6M
3
+$14.2M
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$9.29M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$8.42M

Top Sells

1
+$5.66M
2
+$4.74M
3
+$4.38M
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$4.01M
5
PSQ icon
ProShares Short QQQ
PSQ
+$3.59M

Sector Composition

1 Technology 9.15%
2 Financials 7.05%
3 Healthcare 3.86%
4 Consumer Discretionary 3.56%
5 Energy 2.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$3.75M 0.17%
24,700
-1,180
127
$3.73M 0.17%
50,698
+10,036
128
$3.69M 0.17%
80,441
-6,484
129
$3.67M 0.16%
38,810
+4,911
130
$3.63M 0.16%
15,152
-1,633
131
$3.63M 0.16%
202,243
+24,718
132
$3.62M 0.16%
71,793
+63,155
133
$3.6M 0.16%
9,839
+368
134
$3.6M 0.16%
198,985
-17,090
135
$3.57M 0.16%
146,980
+2,327
136
$3.55M 0.16%
80,806
-5,151
137
$3.54M 0.16%
25,156
+3,105
138
$3.53M 0.16%
46,338
-2,525
139
$3.51M 0.16%
10,597
+8,601
140
$3.51M 0.16%
48,403
+5,022
141
$3.49M 0.16%
188,824
-2,578
142
$3.47M 0.16%
37,271
-2,647
143
$3.47M 0.16%
301,518
-17,876
144
$3.46M 0.16%
+34,319
145
$3.46M 0.15%
214,978
+1,664
146
$3.46M 0.15%
+116,211
147
$3.42M 0.15%
+22,980
148
$3.38M 0.15%
154,371
+5,979
149
$3.31M 0.15%
84,850
+27,704
150
$3.22M 0.14%
34,674
+19,197
4 5
6
7 8