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
$395M
AUM Growth
+$130M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
403
New
Increased
Reduced
Closed

Top Buys

1
+$5.56M
2
+$3.83M
3
+$2.69M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.49M
5
TSE icon
Trinseo
TSE
+$2.38M

Top Sells

1
+$1.69M
2
+$801K
3
+$397K
4
POWA icon
Invesco Bloomberg Pricing Power ETF
POWA
+$345K
5
LDL
Lydall, Inc.
LDL
+$300K

Sector Composition

1 Technology 8.7%
2 Financials 7.41%
3 Consumer Discretionary 6.06%
4 Industrials 5.9%
5 Healthcare 4.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$756K 0.19%
+34,300
177
$748K 0.19%
16,901
+9,173
178
$748K 0.19%
15,920
+9,292
179
$746K 0.19%
+36,040
180
$738K 0.19%
+14,303
181
$738K 0.19%
26,910
-52
182
$737K 0.19%
48,942
+36,556
183
$730K 0.19%
+26,636
184
$730K 0.19%
12,504
+456
185
$722K 0.18%
12,049
+576
186
$720K 0.18%
4,903
+500
187
$719K 0.18%
+12,537
188
$718K 0.18%
+12,458
189
$708K 0.18%
+9,390
190
$708K 0.18%
12,408
+978
191
$702K 0.18%
+14,094
192
$691K 0.18%
110,095
+10,966
193
$687K 0.17%
5,073
+1,924
194
$686K 0.17%
23,139
+8,526
195
$684K 0.17%
+17,416
196
$677K 0.17%
16,193
+3,542
197
$669K 0.17%
6,103
-642
198
$667K 0.17%
+21,017
199
$664K 0.17%
5,548
+1,217
200
$663K 0.17%
6,018
+291
6 7
8
9 10