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
$1.78B
AUM Growth
-$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
952
New
Increased
Reduced
Closed

Top Buys

1
+$10M
2
+$5.31M
3
+$3.55M
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$3.23M
5
SPTI icon
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$3.14M

Top Sells

1
+$10.5M
2
+$10.1M
3
+$8.28M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$7.56M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$7.46M

Sector Composition

1 Technology 12.91%
2 Financials 4.95%
3 Consumer Discretionary 4.8%
4 Healthcare 4.03%
5 Communication Services 3.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$2.82M 0.16%
43,552
152
$2.77M 0.16%
11,215
-290
153
$2.77M 0.16%
21,823
+417
154
$2.73M 0.15%
143,774
-9,769
155
$2.73M 0.15%
56,588
+16,343
156
$2.72M 0.15%
143,990
+17,543
157
$2.71M 0.15%
98,156
+18,220
158
$2.69M 0.15%
83,048
+57,021
159
$2.69M 0.15%
54,859
-19,765
160
$2.68M 0.15%
53,970
-2,556
161
$2.67M 0.15%
34,680
-1,121
162
$2.67M 0.15%
38,462
+778
163
$2.66M 0.15%
24,675
-751
164
$2.64M 0.15%
27,460
-78
165
$2.63M 0.15%
21,095
-1,342
166
$2.62M 0.15%
13,660
+590
167
$2.61M 0.15%
39,343
-400
168
$2.6M 0.15%
43,700
-8,045
169
$2.58M 0.14%
27,441
+417
170
$2.56M 0.14%
92,383
+23,978
171
$2.54M 0.14%
28,010
-1,479
172
$2.53M 0.14%
16,241
-2,103
173
$2.52M 0.14%
68,306
+5,476
174
$2.51M 0.14%
11,047
+1,264
175
$2.48M 0.14%
118,160
+13,350
5 6
7
8 9