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
$265M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
283
New
Increased
Reduced
Closed

Top Buys

1 +$9.38M
2 +$7.94M
3 +$7.77M
4
AAPL icon
Apple
AAPL
+$6.76M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$5.45M

Top Sells

No sells this quarter

Sector Composition

1 Financials 7.93%
2 Technology 7.65%
3 Healthcare 4.97%
4 Industrials 4%
5 Energy 3.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$420K 0.16%
+4,384
177
$416K 0.16%
+16,011
178
$415K 0.16%
+12,291
179
$414K 0.16%
+16,317
180
$411K 0.16%
+6,812
181
$405K 0.15%
+1,518
182
$403K 0.15%
+4,172
183
$397K 0.15%
+18,930
184
$393K 0.15%
+3,868
185
$388K 0.15%
+4,193
186
$387K 0.15%
+17,443
187
$380K 0.14%
+3,241
188
$377K 0.14%
+3,038
189
$372K 0.14%
+7,789
190
$371K 0.14%
+12,023
191
$371K 0.14%
+4,820
192
$371K 0.14%
+8,272
193
$369K 0.14%
+3,610
194
$365K 0.14%
+2,217
195
$364K 0.14%
+5,211
196
$359K 0.14%
+16,782
197
$357K 0.13%
+15,515
198
$356K 0.13%
+20,239
199
$354K 0.13%
+7,299
200
$349K 0.13%
+9,181