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
$675M
AUM Growth
+$168M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
502
New
Increased
Reduced
Closed

Top Buys

1
+$13.4M
2
+$9.64M
3
+$6.61M
4
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$6.6M
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$5.11M

Top Sells

1
+$2.02M
2
+$1.99M
3
+$1.89M
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$1.86M
5
SH icon
ProShares Short S&P500
SH
+$1.83M

Sector Composition

1 Technology 12.12%
2 Financials 5.37%
3 Consumer Discretionary 4.77%
4 Healthcare 3.9%
5 Industrials 3.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$963K 0.14%
200,560
-4,200
177
$961K 0.14%
15,845
+270
178
$955K 0.14%
21,231
+2,428
179
$954K 0.14%
4,967
-481
180
$951K 0.14%
202,700
+40,000
181
$947K 0.14%
19,599
+712
182
$940K 0.14%
124,698
183
$937K 0.14%
5,868
+656
184
$931K 0.14%
79,805
185
$919K 0.14%
13,418
-67
186
$910K 0.13%
13,422
+8,582
187
$900K 0.13%
4,736
-38
188
$891K 0.13%
6,575
+279
189
$888K 0.13%
20,647
+181
190
$887K 0.13%
18,356
+252
191
$880K 0.13%
24,690
+13,400
192
$878K 0.13%
6,049
+211
193
$868K 0.13%
7,006
+680
194
$866K 0.13%
38,525
+18,000
195
$852K 0.13%
26,211
-5,550
196
$848K 0.13%
36,181
-1,245
197
$843K 0.12%
8,120
+1,122
198
$840K 0.12%
13,570
+104
199
$833K 0.12%
6,830
+558
200
$828K 0.12%
111,265
+51,984
6 7
8
9 10