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
$2.63B
AUM Growth
+$197M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,084
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$6.11M
3
+$5.15M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$4.88M
5
DFUS icon
Dimensional US Equity ETF
DFUS
+$4.56M

Top Sells

1
+$6.72M
2
+$5.33M
3
+$4.8M
4
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$3.67M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$3.12M

Sector Composition

1 Technology 11.14%
2 Financials 6.2%
3 Consumer Discretionary 3.84%
4 Healthcare 3.47%
5 Communication Services 2.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$3.64M 0.14%
117,815
+8,130
152
$3.64M 0.14%
9,613
+17
153
$3.56M 0.14%
14,469
-204
154
$3.55M 0.13%
70,708
+8,886
155
$3.53M 0.13%
38,852
-14,385
156
$3.47M 0.13%
78,633
+16,238
157
$3.44M 0.13%
47,507
+15,400
158
$3.41M 0.13%
21,140
+810
159
$3.4M 0.13%
67,178
-11,975
160
$3.4M 0.13%
31,819
-2,259
161
$3.39M 0.13%
45,076
+5,973
162
$3.37M 0.13%
34,494
+5,040
163
$3.36M 0.13%
34,344
+605
164
$3.35M 0.13%
138,083
+34,569
165
$3.32M 0.13%
22,157
-1,895
166
$3.31M 0.13%
189,765
+142,854
167
$3.31M 0.13%
30,899
+28,814
168
$3.31M 0.13%
191,982
+16,677
169
$3.3M 0.13%
148,370
-6,600
170
$3.17M 0.12%
139,001
-114,602
171
$3.14M 0.12%
29,204
+2,391
172
$3.13M 0.12%
45,948
+92
173
$3.11M 0.12%
50,918
+18,191
174
$3.1M 0.12%
28,866
+1,569
175
$3.09M 0.12%
59,080
+9,025
5 6
7
8 9