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
$757M
AUM Growth
-$12.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
614
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$6.3M
3
+$4.93M
4
XAR icon
State Street SPDR S&P Aerospace & Defense ETF
XAR
+$4.15M
5
FREL icon
Fidelity MSCI Real Estate Index ETF
FREL
+$4.06M

Top Sells

1
+$35.4M
2
+$3.87M
3
+$2.69M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$2.4M
5
SPTL icon
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
+$2.02M

Sector Composition

1 Technology 7.74%
2 Financials 5.32%
3 Consumer Discretionary 4.83%
4 Healthcare 3.58%
5 Industrials 3.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.07M 0.14%
7,568
+132
177
$1.07M 0.14%
13,834
-400
178
$1.07M 0.14%
20,904
+8
179
$1.06M 0.14%
16,049
+501
180
$1.06M 0.14%
+8,954
181
$1.06M 0.14%
13,838
-338
182
$1.05M 0.14%
7,585
-2,073
183
$1.05M 0.14%
5,339
+4
184
$1.04M 0.14%
200,560
185
$1.03M 0.14%
6,223
-5,242
186
$1.03M 0.14%
6,393
+429
187
$1.02M 0.14%
11,786
-196
188
$1.02M 0.14%
6,533
-70
189
$1.02M 0.13%
9,086
+168
190
$1.01M 0.13%
6,182
+163
191
$1.01M 0.13%
+15,648
192
$1M 0.13%
5,181
-854
193
$999K 0.13%
+80,087
194
$987K 0.13%
25,996
+10,603
195
$984K 0.13%
35,530
+3,298
196
$983K 0.13%
124,698
197
$982K 0.13%
+68,020
198
$977K 0.13%
25,705
+1,952
199
$976K 0.13%
93,785
+523
200
$971K 0.13%
13,736
-27,582
6 7
8
9 10