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
$2.44B
AUM Growth
+$202M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,021
New
Increased
Reduced
Closed

Top Buys

1
+$37M
2
+$10.3M
3
+$8.63M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$7.17M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$5.14M

Top Sells

1
+$23.6M
2
+$13.8M
3
+$4.82M
4
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$4.11M
5
SPTI icon
SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$3.97M

Sector Composition

1 Technology 10.29%
2 Financials 6.32%
3 Consumer Discretionary 3.72%
4 Healthcare 3.59%
5 Communication Services 2.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$4.01M 0.16%
79,435
-8,607
127
$4M 0.16%
79,153
+7,360
128
$3.98M 0.16%
210,730
+8,487
129
$3.97M 0.16%
42,744
+5,291
130
$3.96M 0.16%
39,953
-4,677
131
$3.95M 0.16%
63,746
-10,906
132
$3.94M 0.16%
11,835
+1,238
133
$3.93M 0.16%
54,072
-52,979
134
$3.93M 0.16%
51,250
-3,491
135
$3.93M 0.16%
40,074
+8
136
$3.82M 0.16%
33,369
+25,570
137
$3.81M 0.16%
74,390
+13,118
138
$3.75M 0.15%
10,920
+1,081
139
$3.69M 0.15%
211,962
-3,016
140
$3.67M 0.15%
133,120
+26,910
141
$3.67M 0.15%
34,078
-5,154
142
$3.65M 0.15%
306,493
+4,975
143
$3.61M 0.15%
206,316
+7,331
144
$3.61M 0.15%
37,315
-1,495
145
$3.59M 0.15%
181,267
+63,120
146
$3.55M 0.15%
19,450
+2,157
147
$3.53M 0.14%
72,391
+44,113
148
$3.53M 0.14%
154,970
+97,300
149
$3.49M 0.14%
9,596
+82
150
$3.48M 0.14%
134,453
+5,375
4 5
6
7 8