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
$439M
AUM Growth
+$44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
440
New
Increased
Reduced
Closed

Top Buys

1
+$3.82M
2
+$1.67M
3
+$1.48M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$1.39M
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$1.38M

Top Sells

1
+$1.36M
2
+$1M
3
+$983K
4
AKAM icon
Akamai
AKAM
+$980K
5
IYE icon
iShares US Energy ETF
IYE
+$858K

Sector Composition

1 Technology 8.25%
2 Financials 6.83%
3 Consumer Discretionary 6.27%
4 Industrials 5.29%
5 Healthcare 4.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$932K 0.21%
42,321
-1,900
152
$932K 0.21%
11,932
+963
153
$912K 0.21%
13,985
+1,267
154
$911K 0.21%
18,645
+181
155
$896K 0.2%
33,704
+2,189
156
$895K 0.2%
35,080
+14,880
157
$890K 0.2%
4,037
-95
158
$889K 0.2%
4,814
+265
159
$886K 0.2%
14,303
160
$884K 0.2%
12,435
+27
161
$864K 0.2%
12,501
-3
162
$862K 0.2%
5,503
+637
163
$862K 0.2%
+19,600
164
$860K 0.2%
12,000
+579
165
$840K 0.19%
+32,092
166
$837K 0.19%
413
-36
167
$823K 0.19%
11,005
+293
168
$806K 0.18%
12,800
169
$805K 0.18%
5,997
-278
170
$802K 0.18%
35,199
-5,063
171
$799K 0.18%
12,630
-66
172
$795K 0.18%
15,421
+356
173
$790K 0.18%
18,411
+1,510
174
$788K 0.18%
14,572
+2,035
175
$785K 0.18%
5,926
+378
5 6
7
8 9