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
$757M
AUM Growth
-$12.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
614
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$6.3M
3
+$4.93M
4
XAR icon
State Street SPDR S&P Aerospace & Defense ETF
XAR
+$4.15M
5
FREL icon
Fidelity MSCI Real Estate Index ETF
FREL
+$4.06M

Top Sells

1
+$35.4M
2
+$3.87M
3
+$2.69M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$2.4M
5
SPTL icon
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
+$2.02M

Sector Composition

1 Technology 7.74%
2 Financials 5.32%
3 Consumer Discretionary 4.83%
4 Healthcare 3.58%
5 Industrials 3.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.25M 0.17%
12,611
+92
152
$1.24M 0.16%
45,030
-9,010
153
$1.23M 0.16%
16,731
-898
154
$1.23M 0.16%
7,310
+69
155
$1.21M 0.16%
10,887
+4,370
156
$1.21M 0.16%
13,641
-3,424
157
$1.2M 0.16%
51,750
+2,500
158
$1.2M 0.16%
64,716
-1,184
159
$1.17M 0.15%
3,118
+631
160
$1.16M 0.15%
15,316
-923
161
$1.15M 0.15%
33,004
+7,208
162
$1.15M 0.15%
15,811
+3,865
163
$1.14M 0.15%
11,479
-455
164
$1.13M 0.15%
90,310
+7,860
165
$1.13M 0.15%
38,470
-16,810
166
$1.12M 0.15%
44,520
+15,200
167
$1.11M 0.15%
13,410
-1,773
168
$1.11M 0.15%
6,658
-2,240
169
$1.11M 0.15%
45,442
+4,622
170
$1.11M 0.15%
9,876
-388
171
$1.1M 0.14%
39,181
-3,100
172
$1.09M 0.14%
105,080
-69,797
173
$1.09M 0.14%
53,000
174
$1.08M 0.14%
21,505
-1,223
175
$1.07M 0.14%
27,825
-11,275
5 6
7
8 9