MA

Mutual Advisors Portfolio holdings

AUM $4B
1-Year Est. Return 14.38%
This Quarter Est. Return
1 Year Est. Return
+14.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$737M
AUM Growth
-$203M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
657
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$8.24M
3
+$4.64M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$3.37M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$3.1M

Top Sells

1
+$12.5M
2
+$8.1M
3
+$5.29M
4
IWL icon
iShares Russell Top 200 ETF
IWL
+$4.95M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$4.76M

Sector Composition

1 Technology 9.65%
2 Financials 4.65%
3 Healthcare 4.59%
4 Consumer Discretionary 4.12%
5 Communication Services 3.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.27M 0.17%
72,133
+501
152
$1.27M 0.17%
27,638
+2,810
153
$1.25M 0.17%
7,545
+680
154
$1.24M 0.17%
63,314
-1,259
155
$1.24M 0.17%
137,252
+27,798
156
$1.22M 0.17%
16,376
+4,352
157
$1.22M 0.17%
40,065
-39
158
$1.21M 0.16%
5,342
+734
159
$1.2M 0.16%
4,197
-986
160
$1.18M 0.16%
10,142
+2,820
161
$1.16M 0.16%
+29,775
162
$1.16M 0.16%
19,248
+396
163
$1.15M 0.16%
39,806
+802
164
$1.13M 0.15%
44,061
-14,389
165
$1.13M 0.15%
170,840
-36,960
166
$1.11M 0.15%
+18,892
167
$1.11M 0.15%
55,570
-1,185
168
$1.11M 0.15%
11,216
+2,936
169
$1.1M 0.15%
16,678
+243
170
$1.08M 0.15%
15,644
-716
171
$1.06M 0.14%
+18,038
172
$1.05M 0.14%
36,028
+7,502
173
$1.04M 0.14%
8,174
-88
174
$1.04M 0.14%
10,881
+1,954
175
$1.03M 0.14%
17,430
+6,951
5 6
7
8 9