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
$1.02B
AUM Growth
+$280M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
691
New
Increased
Reduced
Closed

Top Buys

1
+$12.9M
2
+$11.2M
3
+$8.96M
4
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$8.63M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$6.13M

Top Sells

1
+$11.3M
2
+$8.51M
3
+$7.66M
4
VTV icon
Vanguard Value ETF
VTV
+$7.15M
5
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$5.82M

Sector Composition

1 Technology 11.41%
2 Healthcare 4.71%
3 Financials 4.51%
4 Consumer Discretionary 4.36%
5 Communication Services 3.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.39M 0.14%
53,645
-1,925
177
$1.39M 0.14%
19,275
+330
178
$1.35M 0.13%
31,310
-26,560
179
$1.32M 0.13%
+23,162
180
$1.32M 0.13%
40,364
+29,534
181
$1.3M 0.13%
4,294
+97
182
$1.3M 0.13%
43,302
+3,496
183
$1.28M 0.13%
63,140
-174
184
$1.27M 0.13%
6,682
+143
185
$1.24M 0.12%
9,196
+4,631
186
$1.24M 0.12%
20,588
+1,340
187
$1.22M 0.12%
7,267
+2,153
188
$1.2M 0.12%
8,482
+308
189
$1.2M 0.12%
6,221
+740
190
$1.18M 0.12%
42,348
-10,573
191
$1.16M 0.11%
68,896
+31,286
192
$1.16M 0.11%
29,601
+21,183
193
$1.15M 0.11%
14,988
-812
194
$1.14M 0.11%
+18,498
195
$1.13M 0.11%
62,600
+4,600
196
$1.12M 0.11%
6,645
+1,453
197
$1.12M 0.11%
23,498
-44,771
198
$1.12M 0.11%
13,174
-2,470
199
$1.12M 0.11%
111,242
+28,445
200
$1.11M 0.11%
36,571
+543
6 7
8
9 10