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
$1.68B
AUM Growth
+$225M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
868
New
Increased
Reduced
Closed

Top Buys

1
+$11.9M
2
+$9.19M
3
+$9.06M
4
ROUS icon
Hartford Multifactor US Equity ETF
ROUS
+$8.9M
5
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$7.76M

Top Sells

1
+$7.58M
2
+$7.56M
3
+$7.1M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$6.95M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$6.57M

Sector Composition

1 Technology 11.58%
2 Consumer Discretionary 5.04%
3 Financials 4.57%
4 Communication Services 4.53%
5 Healthcare 3.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$2.45M 0.15%
38,612
+10,943
177
$2.44M 0.14%
31,896
+28,951
178
$2.44M 0.14%
21,593
+10,691
179
$2.38M 0.14%
23,988
-1,006
180
$2.37M 0.14%
16,407
+268
181
$2.34M 0.14%
19,116
+3,443
182
$2.31M 0.14%
22,724
-648
183
$2.31M 0.14%
42,021
+615
184
$2.3M 0.14%
149,904
-28,712
185
$2.29M 0.14%
88,024
-31,472
186
$2.29M 0.14%
34,137
-1,703
187
$2.28M 0.14%
9,943
+55
188
$2.28M 0.14%
42,365
+22,065
189
$2.27M 0.13%
23,607
+20,139
190
$2.26M 0.13%
16,150
+610
191
$2.26M 0.13%
88,436
+59,212
192
$2.26M 0.13%
20,188
-564
193
$2.25M 0.13%
41,590
+27,447
194
$2.25M 0.13%
+66,879
195
$2.24M 0.13%
34,644
+1,369
196
$2.23M 0.13%
28,545
-26,525
197
$2.22M 0.13%
39,736
+3,285
198
$2.21M 0.13%
39,984
+1,584
199
$2.2M 0.13%
18,655
-5,226
200
$2.19M 0.13%
18,717
+1,736
6 7
8
9 10