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
$3.49B
AUM Growth
+$39.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,174
New
Increased
Reduced
Closed

Top Buys

1
+$164M
2
+$84.4M
3
+$45.9M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$21M
5
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$20.2M

Top Sells

1
+$252M
2
+$17.3M
3
+$7.12M
4
AAPL icon
Apple
AAPL
+$5.99M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$4.53M

Sector Composition

1 Technology 10.39%
2 Financials 7.31%
3 Healthcare 3.84%
4 Consumer Discretionary 3.29%
5 Communication Services 3.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$5.78M 0.17%
59,039
+21,584
127
$5.77M 0.17%
137,647
-19,910
128
$5.77M 0.17%
166,203
+100,174
129
$5.75M 0.16%
18,870
-4,446
130
$5.72M 0.16%
109,171
+2,773
131
$5.62M 0.16%
43,546
-4,527
132
$5.5M 0.16%
112,749
+88,926
133
$5.5M 0.16%
60,524
+25,164
134
$5.45M 0.16%
68,865
+6,987
135
$5.43M 0.16%
81,203
-2,477
136
$5.39M 0.15%
11,281
+36
137
$5.38M 0.15%
55,704
+5,141
138
$5.36M 0.15%
64,774
+1,830
139
$5.25M 0.15%
43,712
-5,086
140
$5.15M 0.15%
98,857
+6,150
141
$5.14M 0.15%
36,122
-1,781
142
$5.14M 0.15%
171,014
+62,211
143
$5.13M 0.15%
235,730
+422
144
$5.07M 0.15%
221,393
+20,583
145
$5.06M 0.14%
140,583
-5,323
146
$5.04M 0.14%
65,912
-1,443
147
$5.02M 0.14%
33,760
+2,720
148
$4.95M 0.14%
233,482
+1,314
149
$4.95M 0.14%
82,484
-30,432
150
$4.91M 0.14%
172,898
+8,137
4 5
6
7 8