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
$1.34B
AUM Growth
+$191M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
769
New
Increased
Reduced
Closed

Top Buys

1
+$8.44M
2
+$7.6M
3
+$7.11M
4
ADBE icon
Adobe
ADBE
+$6.01M
5
ARKF icon
ARK Fintech Innovation ETF
ARKF
+$5.78M

Top Sells

1
+$5.98M
2
+$5.84M
3
+$4.77M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$3.78M
5
BLV icon
Vanguard Long-Term Bond ETF
BLV
+$3.68M

Sector Composition

1 Technology 12.2%
2 Consumer Discretionary 5.25%
3 Financials 4.49%
4 Healthcare 4.18%
5 Communication Services 3.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$2.14M 0.16%
42,196
-8,920
152
$2.13M 0.16%
56,710
+44,713
153
$2.13M 0.16%
58,566
-4,756
154
$2.12M 0.16%
17,637
-2,458
155
$2.11M 0.16%
28,798
+2,947
156
$2.11M 0.16%
42,773
-13,724
157
$2.09M 0.16%
60,078
-16
158
$2.08M 0.15%
18,941
-33,563
159
$2.05M 0.15%
3,797
+1,069
160
$2.05M 0.15%
25,224
-4,032
161
$2.02M 0.15%
32,756
-134
162
$2.01M 0.15%
+35,440
163
$2.01M 0.15%
37,215
-956
164
$1.99M 0.15%
13,111
-171
165
$1.98M 0.15%
103,156
-5,392
166
$1.97M 0.15%
+75,764
167
$1.97M 0.15%
32,613
-204
168
$1.95M 0.14%
28,832
-17,405
169
$1.94M 0.14%
19,269
+6,672
170
$1.94M 0.14%
13,722
-3,675
171
$1.93M 0.14%
23,332
+429
172
$1.93M 0.14%
64,221
+33,744
173
$1.93M 0.14%
155,371
-5,290
174
$1.91M 0.14%
37,343
+953
175
$1.91M 0.14%
34,992
+13,404
5 6
7
8 9