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
$2.23B
AUM Growth
+$293M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
990
New
Increased
Reduced
Closed

Top Buys

1
+$26.7M
2
+$14.6M
3
+$14.2M
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$9.29M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$8.42M

Top Sells

1
+$5.66M
2
+$4.74M
3
+$4.38M
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$4.01M
5
PSQ icon
ProShares Short QQQ
PSQ
+$3.59M

Sector Composition

1 Technology 9.15%
2 Financials 7.05%
3 Healthcare 3.86%
4 Consumer Discretionary 3.56%
5 Energy 2.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$3.21M 0.14%
32,054
+7,011
152
$3.14M 0.14%
95,443
+134
153
$3.12M 0.14%
17,293
+1,111
154
$3.11M 0.14%
129,078
+2,866
155
$3.07M 0.14%
100,592
+34,359
156
$3.07M 0.14%
24,543
-878
157
$3.05M 0.14%
61,643
-2,393
158
$3.05M 0.14%
23,236
-379
159
$3.05M 0.14%
9,514
+79
160
$3.05M 0.14%
49,512
-217
161
$3.03M 0.14%
61,272
+4,025
162
$3.01M 0.13%
35,957
-6,184
163
$2.98M 0.13%
25,231
-738
164
$2.98M 0.13%
+131,012
165
$2.97M 0.13%
27,883
+7,616
166
$2.94M 0.13%
29,014
+343
167
$2.94M 0.13%
45,872
+77
168
$2.89M 0.13%
+128,177
169
$2.87M 0.13%
38,660
-1,675
170
$2.86M 0.13%
33,286
+4,293
171
$2.84M 0.13%
57,021
-7,525
172
$2.84M 0.13%
38,931
-70
173
$2.82M 0.13%
25,729
-563
174
$2.8M 0.13%
19,302
-617
175
$2.79M 0.13%
42,531
-1,984
5 6
7
8 9