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
$1.78B
AUM Growth
-$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
952
New
Increased
Reduced
Closed

Top Buys

1
+$10M
2
+$5.31M
3
+$3.55M
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$3.23M
5
SPTI icon
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$3.14M

Top Sells

1
+$10.5M
2
+$10.1M
3
+$8.28M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$7.56M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$7.46M

Sector Composition

1 Technology 12.91%
2 Financials 4.95%
3 Consumer Discretionary 4.8%
4 Healthcare 4.03%
5 Communication Services 3.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$2.47M 0.14%
24,014
-5,020
177
$2.45M 0.14%
21,348
-178
178
$2.4M 0.13%
18,457
-783
179
$2.38M 0.13%
45,880
+642
180
$2.37M 0.13%
12,842
-261
181
$2.36M 0.13%
51,470
+3,775
182
$2.33M 0.13%
54,242
+6,941
183
$2.31M 0.13%
8,890
+2,357
184
$2.31M 0.13%
147,825
-10,533
185
$2.3M 0.13%
70,530
-3,073
186
$2.29M 0.13%
45,051
-6,028
187
$2.29M 0.13%
25,975
+460
188
$2.29M 0.13%
19,342
+1,403
189
$2.27M 0.13%
10,711
+745
190
$2.27M 0.13%
20,850
+1,420
191
$2.26M 0.13%
78,270
-42,970
192
$2.23M 0.12%
20,607
-64,162
193
$2.22M 0.12%
53,829
+2,511
194
$2.22M 0.12%
8,716
+355
195
$2.22M 0.12%
163,280
+2,975
196
$2.19M 0.12%
32,380
+279
197
$2.19M 0.12%
21,872
+7,996
198
$2.15M 0.12%
45,022
+26,223
199
$2.11M 0.12%
30,687
+17,315
200
$2.11M 0.12%
29,285
-276
6 7
8
9 10