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
$675M
AUM Growth
+$168M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
502
New
Increased
Reduced
Closed

Top Buys

1
+$13.4M
2
+$9.64M
3
+$6.61M
4
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$6.6M
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$5.11M

Top Sells

1
+$2.02M
2
+$1.99M
3
+$1.89M
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$1.86M
5
SH icon
ProShares Short S&P500
SH
+$1.83M

Sector Composition

1 Technology 12.12%
2 Financials 5.37%
3 Consumer Discretionary 4.77%
4 Healthcare 3.9%
5 Industrials 3.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.11M 0.16%
43,100
+10,353
152
$1.1M 0.16%
20,469
+975
153
$1.1M 0.16%
6,600
+59
154
$1.1M 0.16%
3,839
+103
155
$1.1M 0.16%
52,200
156
$1.09M 0.16%
13,505
+144
157
$1.08M 0.16%
12,590
+243
158
$1.08M 0.16%
10,071
+3,611
159
$1.07M 0.16%
179,877
-14,805
160
$1.07M 0.16%
13,240
+285
161
$1.06M 0.16%
32,329
+15,480
162
$1.04M 0.15%
16,050
-150
163
$1.04M 0.15%
54,400
+2,400
164
$1.02M 0.15%
6,371
+302
165
$1.02M 0.15%
11,426
-46
166
$1.02M 0.15%
5,593
+264
167
$1.02M 0.15%
102,288
-456
168
$1.01M 0.15%
55,663
169
$1.01M 0.15%
14,448
+15
170
$1.01M 0.15%
9,218
+943
171
$998K 0.15%
45,050
+8,500
172
$995K 0.15%
6,083
+156
173
$994K 0.15%
13,246
+3,843
174
$983K 0.15%
12,330
+397
175
$975K 0.14%
14,743
+5,158
5 6
7
8 9