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
$395M
AUM Growth
+$130M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
403
New
Increased
Reduced
Closed

Top Buys

1
+$5.56M
2
+$3.83M
3
+$2.69M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.49M
5
TSE icon
Trinseo
TSE
+$2.38M

Top Sells

1
+$1.69M
2
+$801K
3
+$397K
4
POWA icon
Invesco Bloomberg Pricing Power ETF
POWA
+$345K
5
LDL
Lydall, Inc.
LDL
+$300K

Sector Composition

1 Technology 8.7%
2 Financials 7.41%
3 Consumer Discretionary 6.06%
4 Industrials 5.9%
5 Healthcare 4.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$854K 0.22%
6,275
+216
152
$848K 0.21%
11,421
+4,302
153
$847K 0.21%
+13,155
154
$837K 0.21%
10,834
+1,988
155
$836K 0.21%
+12,800
156
$831K 0.21%
+203,760
157
$830K 0.21%
51,191
+9,709
158
$823K 0.21%
+14,485
159
$822K 0.21%
12,718
+2,291
160
$815K 0.21%
+44,221
161
$809K 0.21%
+12,007
162
$808K 0.2%
12,696
+658
163
$808K 0.2%
37,531
+26,781
164
$801K 0.2%
3,712
+593
165
$793K 0.2%
15,065
+6,575
166
$785K 0.2%
7,433
+3,240
167
$784K 0.2%
+96,200
168
$782K 0.2%
7,698
+3,830
169
$777K 0.2%
13,655
+414
170
$776K 0.2%
4,549
+58
171
$769K 0.19%
5,219
+69
172
$763K 0.19%
22,493
+5,688
173
$761K 0.19%
4,866
+817
174
$759K 0.19%
+8,508
175
$757K 0.19%
+18,830
5 6
7
8 9