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
$769M
AUM Growth
+$94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
591
New
Increased
Reduced
Closed

Top Buys

1
+$3.96M
2
+$3.82M
3
+$3.33M
4
TFLO icon
iShares Treasury Floating Rate Bond ETF
TFLO
+$3.11M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$2.95M

Top Sells

1
+$11M
2
+$9.69M
3
+$6.53M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$6.3M
5
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$3.92M

Sector Composition

1 Technology 12.28%
2 Financials 5.5%
3 Consumer Discretionary 4.54%
4 Healthcare 3.93%
5 Industrials 3.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.29M 0.17%
19,344
+5,926
152
$1.29M 0.17%
35,019
+8,808
153
$1.29M 0.17%
9,658
+2,828
154
$1.26M 0.16%
15,183
+1,943
155
$1.26M 0.16%
7,464
+864
156
$1.26M 0.16%
40,270
+17,770
157
$1.25M 0.16%
+26,619
158
$1.25M 0.16%
10,950
+2,830
159
$1.25M 0.16%
9,602
+6,698
160
$1.25M 0.16%
10,122
+904
161
$1.24M 0.16%
43,400
162
$1.24M 0.16%
19,693
+390
163
$1.23M 0.16%
16,780
-376
164
$1.22M 0.16%
49,052
-800
165
$1.22M 0.16%
15,470
-322
166
$1.21M 0.16%
17,629
+3,181
167
$1.21M 0.16%
7,241
+870
168
$1.21M 0.16%
20,377
-315
169
$1.18M 0.15%
14,661
+2,331
170
$1.18M 0.15%
16,239
+2,734
171
$1.17M 0.15%
121,297
+10,032
172
$1.17M 0.15%
174,877
-5,000
173
$1.17M 0.15%
42,281
-819
174
$1.16M 0.15%
23,282
+18,468
175
$1.16M 0.15%
+8,444
5 6
7
8 9