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
$1.02B
AUM Growth
+$280M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
691
New
Increased
Reduced
Closed

Top Buys

1
+$12.9M
2
+$11.2M
3
+$8.96M
4
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$8.63M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$6.13M

Top Sells

1
+$11.3M
2
+$8.51M
3
+$7.66M
4
VTV icon
Vanguard Value ETF
VTV
+$7.15M
5
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$5.82M

Sector Composition

1 Technology 11.41%
2 Healthcare 4.71%
3 Financials 4.51%
4 Consumer Discretionary 4.36%
5 Communication Services 3.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.63M 0.16%
12,459
+4,335
152
$1.61M 0.16%
147,745
+10,493
153
$1.6M 0.16%
+46,949
154
$1.59M 0.16%
16,702
-3,457
155
$1.58M 0.16%
60,479
+21,274
156
$1.57M 0.15%
20,441
+4,065
157
$1.56M 0.15%
20,887
+12,479
158
$1.54M 0.15%
+12,648
159
$1.53M 0.15%
66,247
+41,605
160
$1.52M 0.15%
25,043
-1,058
161
$1.52M 0.15%
12,026
+1,884
162
$1.5M 0.15%
16,681
+5,141
163
$1.5M 0.15%
21,456
+1,294
164
$1.48M 0.15%
26,470
-1,660
165
$1.44M 0.14%
37,924
+28,182
166
$1.43M 0.14%
15,543
+8,864
167
$1.43M 0.14%
14,536
+8,059
168
$1.42M 0.14%
+27,003
169
$1.42M 0.14%
73,591
+1,458
170
$1.41M 0.14%
18,514
+476
171
$1.41M 0.14%
5,371
+29
172
$1.41M 0.14%
6,523
-1,411
173
$1.4M 0.14%
12,509
+8,844
174
$1.4M 0.14%
43,392
-669
175
$1.39M 0.14%
27,776
-3,248
5 6
7
8 9