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
$1.69B
AUM Growth
+$3.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
913
New
Increased
Reduced
Closed

Top Buys

1
+$9.83M
2
+$6.45M
3
+$6.04M
4
TLTD icon
FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund
TLTD
+$4.64M
5
FJUN icon
FT Vest US Equity Buffer ETF June
FJUN
+$4.46M

Top Sells

1
+$10.4M
2
+$10.3M
3
+$7.75M
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$6.92M
5
XLSR icon
State Street US Sector Rotation ETF
XLSR
+$6.38M

Sector Composition

1 Technology 11.92%
2 Consumer Discretionary 5%
3 Financials 4.83%
4 Communication Services 4.57%
5 Healthcare 3.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$2.82M 0.17%
26,456
-27,181
152
$2.81M 0.17%
54,328
-150,055
153
$2.8M 0.17%
24,072
+5,355
154
$2.79M 0.17%
71,206
+3,842
155
$2.78M 0.16%
128,524
+888
156
$2.78M 0.16%
28,226
+4,619
157
$2.73M 0.16%
159,261
+9,142
158
$2.71M 0.16%
31,462
-68,972
159
$2.67M 0.16%
18,394
-740
160
$2.67M 0.16%
22,569
+472
161
$2.65M 0.16%
11,001
+400
162
$2.65M 0.16%
88,272
-36,182
163
$2.64M 0.16%
43,325
+4,713
164
$2.63M 0.16%
24,069
+2,476
165
$2.63M 0.16%
43,743
+11,506
166
$2.62M 0.15%
33,534
-857
167
$2.61M 0.15%
100,780
+804
168
$2.61M 0.15%
21,930
+4,266
169
$2.57M 0.15%
25,294
+2,570
170
$2.55M 0.15%
11,981
+367
171
$2.53M 0.15%
158,158
+2,153
172
$2.5M 0.15%
46,717
+19,472
173
$2.49M 0.15%
10,794
+851
174
$2.49M 0.15%
22,991
+3,456
175
$2.46M 0.15%
46,835
+4,470
5 6
7
8 9