MA

Mutual Advisors Portfolio holdings

AUM $4.66B
1-Year Est. Return 17.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.66B
AUM Growth
-$2.87M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,395
New
Increased
Reduced
Closed

Top Buys

1
+$16.3M
2
+$15M
3
+$8.35M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$8.02M
5
HFSI
Hartford Strategic Income ETF
HFSI
+$7.9M

Top Sells

1
+$18.6M
2
+$8.68M
3
+$8.56M
4
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$8.14M
5
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$8.03M

Sector Composition

1 Technology 10.46%
2 Financials 5.82%
3 Healthcare 3.3%
4 Communication Services 3.16%
5 Industrials 2.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
KMB icon
176
Kimberly-Clark
KMB
$31.4B
$5.32M 0.11%
55,179
+5,816
IJH icon
177
iShares Core S&P Mid-Cap ETF
IJH
$121B
$5.32M 0.11%
78,817
-54,975
JEPQ icon
178
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$39.2B
$5.29M 0.11%
95,269
+975
GIS icon
179
General Mills
GIS
$17.2B
$5.25M 0.11%
141,109
+21,463
VOE icon
180
Vanguard Mid-Cap Value ETF
VOE
$22.8B
$5.24M 0.11%
28,449
+1,534
SPTL icon
181
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
$10.1B
$5.23M 0.11%
198,923
-140,929
PEP icon
182
PepsiCo
PEP
$194B
$5.22M 0.11%
33,600
+719
DAPR icon
183
FT Vest US Equity Deep Buffer ETF April
DAPR
$306M
$5.14M 0.11%
129,176
-3,816
KO icon
184
Coca-Cola
KO
$331B
$5.12M 0.11%
67,333
-1,173
CGMU icon
185
Capital Group Municipal Income ETF
CGMU
$6.11B
$5.11M 0.11%
188,062
+14,215
HNGE
186
Hinge Health
HNGE
$4.87B
$5.07M 0.11%
131,503
+1,500
O icon
187
Realty Income
O
$55.7B
$5.06M 0.11%
82,751
-14,488
SPMO icon
188
Invesco S&P 500 Momentum ETF
SPMO
$20.2B
$4.99M 0.11%
44,516
-54,974
GEV icon
189
GE Vernova
GEV
$259B
$4.98M 0.11%
5,703
-1,052
MCD icon
190
McDonald's
MCD
$194B
$4.97M 0.11%
15,997
+1,155
XLU icon
191
State Street Utilities Select Sector SPDR ETF
XLU
$22.1B
$4.97M 0.11%
108,336
+10,666
MGV icon
192
Vanguard Mega Cap Value ETF
MGV
$12.6B
$4.92M 0.11%
33,969
-3,449
JMST icon
193
JPMorgan Ultra-Short Municipal Income ETF
JMST
$6.36B
$4.91M 0.11%
96,241
+4,185
INTC icon
194
Intel
INTC
$562B
$4.89M 0.1%
110,860
+481
SPMB icon
195
State Street SPDR Portfolio Mortgage Backed Bond ETF
SPMB
$6.9B
$4.86M 0.1%
217,259
+40,472
SCHY icon
196
Schwab International Dividend Equity ETF
SCHY
$2.26B
$4.82M 0.1%
152,155
+2,820
SCHI icon
197
Schwab 5-10 Year Corporate Bond ETF
SCHI
$11.4B
$4.81M 0.1%
212,078
+34,427
BAC icon
198
Bank of America
BAC
$384B
$4.78M 0.1%
98,061
+523
SCHF icon
199
Schwab International Equity ETF
SCHF
$66.5B
$4.74M 0.1%
191,382
-543
CWI icon
200
State Street SPDR MSCI ACWI ex-US ETF
CWI
$2.77B
$4.72M 0.1%
128,980
+37,772
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