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
$2.63B
AUM Growth
+$197M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,084
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$6.11M
3
+$5.15M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$4.88M
5
DFUS icon
Dimensional US Equity ETF
DFUS
+$4.56M

Top Sells

1
+$6.72M
2
+$5.33M
3
+$4.8M
4
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$3.67M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$3.12M

Sector Composition

1 Technology 11.14%
2 Financials 6.2%
3 Consumer Discretionary 3.84%
4 Healthcare 3.47%
5 Communication Services 2.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$4.14M 0.16%
84,543
+1,386
127
$4.11M 0.16%
156,113
+21,660
128
$4.11M 0.16%
222,943
-1,708
129
$4.1M 0.16%
81,681
+2,246
130
$4.07M 0.15%
54,067
+2,817
131
$4.05M 0.15%
18,246
+540
132
$4.04M 0.15%
+158,942
133
$4.04M 0.15%
25,574
+2,965
134
$4.03M 0.15%
226,032
+14,070
135
$4.02M 0.15%
67,196
+21,985
136
$4.02M 0.15%
81,478
+9,087
137
$4.01M 0.15%
79,231
+4,841
138
$4M 0.15%
40,391
-2,306
139
$4M 0.15%
61,643
+35,477
140
$3.98M 0.15%
11,561
-274
141
$3.97M 0.15%
105,319
-49,765
142
$3.95M 0.15%
218,967
+8,237
143
$3.93M 0.15%
65,250
+1,504
144
$3.89M 0.15%
20,985
+1,535
145
$3.89M 0.15%
132,120
-1,000
146
$3.86M 0.15%
39,583
-370
147
$3.82M 0.14%
165,461
+22,401
148
$3.82M 0.14%
55,132
+8,513
149
$3.75M 0.14%
163,216
+21,783
150
$3.69M 0.14%
33,325
-44
4 5
6
7 8