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
$769M
AUM Growth
+$94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
591
New
Increased
Reduced
Closed

Top Buys

1
+$3.96M
2
+$3.82M
3
+$3.33M
4
TFLO icon
iShares Treasury Floating Rate Bond ETF
TFLO
+$3.11M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$2.95M

Top Sells

1
+$11M
2
+$9.69M
3
+$6.53M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$6.3M
5
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$3.92M

Sector Composition

1 Technology 12.28%
2 Financials 5.5%
3 Consumer Discretionary 4.54%
4 Healthcare 3.93%
5 Industrials 3.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.14M 0.15%
23,226
+11,194
177
$1.13M 0.15%
+28,822
178
$1.13M 0.15%
16,649
+5,876
179
$1.13M 0.15%
20,641
+172
180
$1.11M 0.14%
6,035
+1,299
181
$1.1M 0.14%
11,934
+101
182
$1.1M 0.14%
14,234
+988
183
$1.1M 0.14%
10,264
-16,666
184
$1.09M 0.14%
29,810
+5,120
185
$1.09M 0.14%
11,982
-608
186
$1.08M 0.14%
14,176
+2,255
187
$1.07M 0.14%
22,728
+3,129
188
$1.06M 0.14%
3,764
-75
189
$1.06M 0.14%
+30,235
190
$1.05M 0.14%
15,195
+1,773
191
$1.05M 0.14%
+7,444
192
$1.04M 0.14%
44,630
-5,970
193
$1.04M 0.13%
6,019
-64
194
$1.03M 0.13%
20,896
-54,800
195
$1.02M 0.13%
+21,292
196
$1.02M 0.13%
52,200
197
$1.02M 0.13%
66,481
+10,818
198
$1.01M 0.13%
49,250
+10,725
199
$995K 0.13%
15,548
-297
200
$991K 0.13%
7,436
+430
6 7
8
9 10