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
$3.49B
AUM Growth
+$39.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,174
New
Increased
Reduced
Closed

Top Buys

1
+$164M
2
+$84.4M
3
+$45.9M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$21M
5
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$20.2M

Top Sells

1
+$252M
2
+$17.3M
3
+$7.12M
4
AAPL icon
Apple
AAPL
+$5.99M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$4.53M

Sector Composition

1 Technology 10.39%
2 Financials 7.31%
3 Healthcare 3.84%
4 Consumer Discretionary 3.29%
5 Communication Services 3.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$4.88M 0.14%
35,343
+368
152
$4.78M 0.14%
146,223
+130,608
153
$4.77M 0.14%
53,950
+12,405
154
$4.74M 0.14%
53,790
+1,495
155
$4.68M 0.13%
18,458
-388
156
$4.66M 0.13%
56,581
-12,837
157
$4.65M 0.13%
129,746
-3,230
158
$4.57M 0.13%
47,029
-256
159
$4.51M 0.13%
43,658
-499
160
$4.51M 0.13%
46,686
+15,294
161
$4.5M 0.13%
74,344
-1,907
162
$4.48M 0.13%
78,813
-2,725
163
$4.46M 0.13%
14,084
-2,989
164
$4.46M 0.13%
36,428
-751
165
$4.46M 0.13%
64,447
+944
166
$4.44M 0.13%
102,538
+7,511
167
$4.42M 0.13%
201,663
-15,081
168
$4.23M 0.12%
15,047
-287
169
$4.22M 0.12%
23,365
-1,391
170
$4.17M 0.12%
21,502
-1,049
171
$4.17M 0.12%
7,657
+2,209
172
$4.16M 0.12%
24,854
-19,133
173
$4.14M 0.12%
57,507
-12,106
174
$4.1M 0.12%
32,754
-7,962
175
$4.08M 0.12%
127,209
+7,689
5 6
7
8 9