MA

Mutual Advisors Portfolio holdings

AUM $4B
1-Year Est. Return 14.38%
This Quarter Est. Return
1 Year Est. Return
+14.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.34B
AUM Growth
+$191M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
769
New
Increased
Reduced
Closed

Top Buys

1
+$8.44M
2
+$7.6M
3
+$7.11M
4
ADBE icon
Adobe
ADBE
+$6.01M
5
ARKF icon
ARK Fintech Innovation ETF
ARKF
+$5.78M

Top Sells

1
+$5.98M
2
+$5.84M
3
+$4.77M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$3.78M
5
BLV icon
Vanguard Long-Term Bond ETF
BLV
+$3.68M

Sector Composition

1 Technology 12.2%
2 Consumer Discretionary 5.25%
3 Financials 4.49%
4 Healthcare 4.18%
5 Communication Services 3.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.9M 0.14%
17,164
-52,824
177
$1.88M 0.14%
18,439
-11,648
178
$1.88M 0.14%
24,575
+3,420
179
$1.87M 0.14%
17,369
+174
180
$1.86M 0.14%
16,933
+1,716
181
$1.82M 0.14%
33,819
-983
182
$1.78M 0.13%
69,144
+17,573
183
$1.78M 0.13%
49,900
184
$1.77M 0.13%
49,044
-42,304
185
$1.76M 0.13%
7,861
-2,199
186
$1.76M 0.13%
14,659
-5,432
187
$1.75M 0.13%
8,138
-5,480
188
$1.74M 0.13%
109,134
+31,780
189
$1.73M 0.13%
4,587
-1,070
190
$1.72M 0.13%
54,530
+33,830
191
$1.71M 0.13%
+3,194
192
$1.7M 0.13%
19,695
+1,935
193
$1.7M 0.13%
24,464
+125
194
$1.7M 0.13%
7,288
+591
195
$1.69M 0.13%
8,432
+553
196
$1.68M 0.12%
41,492
-990
197
$1.68M 0.12%
+23,277
198
$1.67M 0.12%
11,840
-3,983
199
$1.67M 0.12%
11,771
-2,297
200
$1.66M 0.12%
79,581
+15,731
6 7
8
9 10