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
$439M
AUM Growth
+$44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
440
New
Increased
Reduced
Closed

Top Buys

1
+$3.82M
2
+$1.67M
3
+$1.48M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$1.39M
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$1.38M

Top Sells

1
+$1.36M
2
+$1M
3
+$983K
4
AKAM icon
Akamai
AKAM
+$980K
5
IYE icon
iShares US Energy ETF
IYE
+$858K

Sector Composition

1 Technology 8.25%
2 Financials 6.83%
3 Consumer Discretionary 6.27%
4 Industrials 5.29%
5 Healthcare 4.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$785K 0.18%
5,043
+140
177
$780K 0.18%
36,284
-1,247
178
$757K 0.17%
+11,470
179
$752K 0.17%
12,327
+278
180
$744K 0.17%
27,082
+172
181
$744K 0.17%
7,439
+6
182
$736K 0.17%
5,195
+501
183
$734K 0.17%
5,097
+24
184
$726K 0.17%
10,253
+863
185
$718K 0.16%
+37,639
186
$717K 0.16%
22,982
+1,965
187
$716K 0.16%
14,105
+11
188
$714K 0.16%
3,698
-14
189
$712K 0.16%
21,420
+1,270
190
$711K 0.16%
13,982
+9,757
191
$702K 0.16%
8,843
+335
192
$701K 0.16%
19,838
+2,422
193
$700K 0.16%
22,985
+805
194
$698K 0.16%
13,445
-8,155
195
$691K 0.16%
13,800
+2,800
196
$690K 0.16%
7,040
+304
197
$688K 0.16%
21,452
-13,420
198
$683K 0.16%
5,091
+117
199
$682K 0.16%
4,163
+1,122
200
$673K 0.15%
4,959
-260
6 7
8
9 10