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
$1.68B
AUM Growth
+$225M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
868
New
Increased
Reduced
Closed

Top Buys

1
+$11.9M
2
+$9.19M
3
+$9.06M
4
ROUS icon
Hartford Multifactor US Equity ETF
ROUS
+$8.9M
5
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$7.76M

Top Sells

1
+$7.58M
2
+$7.56M
3
+$7.1M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$6.95M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$6.57M

Sector Composition

1 Technology 11.58%
2 Consumer Discretionary 5.04%
3 Financials 4.57%
4 Communication Services 4.53%
5 Healthcare 3.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$2.88M 0.17%
33,628
+9,045
152
$2.86M 0.17%
53,590
-36,816
153
$2.83M 0.17%
11,614
-32
154
$2.83M 0.17%
19,134
-130
155
$2.82M 0.17%
26,600
+270
156
$2.8M 0.17%
150,119
+13,659
157
$2.78M 0.17%
66,134
-168,676
158
$2.78M 0.16%
59,133
+4,752
159
$2.77M 0.16%
32,186
+5,171
160
$2.72M 0.16%
20,730
+1,410
161
$2.71M 0.16%
43,552
162
$2.68M 0.16%
+28,023
163
$2.68M 0.16%
67,364
+2,525
164
$2.67M 0.16%
51,795
+22,953
165
$2.65M 0.16%
99,976
+879
166
$2.58M 0.15%
19,363
-1,542
167
$2.57M 0.15%
59,045
+5,379
168
$2.56M 0.15%
22,097
+1,620
169
$2.56M 0.15%
36,549
+19,594
170
$2.54M 0.15%
156,005
+2,280
171
$2.52M 0.15%
10,534
+324
172
$2.49M 0.15%
10,994
+5,821
173
$2.48M 0.15%
15,151
+2,183
174
$2.47M 0.15%
61,353
-1,033
175
$2.45M 0.15%
10,601
+1,189
5 6
7
8 9