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
$2.44B
AUM Growth
+$202M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,021
New
Increased
Reduced
Closed

Top Buys

1
+$37M
2
+$10.3M
3
+$8.63M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$7.17M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$5.14M

Top Sells

1
+$23.6M
2
+$13.8M
3
+$4.82M
4
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$4.11M
5
SPTI icon
SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$3.97M

Sector Composition

1 Technology 10.29%
2 Financials 6.32%
3 Consumer Discretionary 3.72%
4 Healthcare 3.59%
5 Communication Services 2.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$3.48M 0.14%
24,052
+20,195
152
$3.44M 0.14%
73,054
-33,125
153
$3.44M 0.14%
44,935
-3,468
154
$3.44M 0.14%
22,609
-2,091
155
$3.44M 0.14%
188,299
-525
156
$3.42M 0.14%
109,685
+9,093
157
$3.37M 0.14%
48,676
+11,897
158
$3.36M 0.14%
14,673
-479
159
$3.33M 0.14%
46,531
+40,569
160
$3.31M 0.14%
143,060
+12,048
161
$3.31M 0.14%
92,066
-30,961
162
$3.3M 0.14%
52,546
+6,140
163
$3.3M 0.14%
33,739
-580
164
$3.24M 0.13%
141,433
+13,256
165
$3.13M 0.13%
61,822
+179
166
$3.11M 0.13%
46,619
+5,990
167
$3.09M 0.13%
20,330
+1,028
168
$3.06M 0.13%
76,697
+8,593
169
$3.05M 0.13%
34,704
+13,349
170
$3.05M 0.13%
39,238
+307
171
$2.98M 0.12%
36,184
+2,898
172
$2.96M 0.12%
26,813
-1,070
173
$2.92M 0.12%
17,652
-5,328
174
$2.91M 0.12%
22,564
-672
175
$2.9M 0.12%
6,275
+2,437
5 6
7
8 9