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
$2.23B
AUM Growth
+$293M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
990
New
Increased
Reduced
Closed

Top Buys

1
+$26.7M
2
+$14.6M
3
+$14.2M
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$9.29M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$8.42M

Top Sells

1
+$5.66M
2
+$4.74M
3
+$4.38M
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$4.01M
5
PSQ icon
ProShares Short QQQ
PSQ
+$3.59M

Sector Composition

1 Technology 9.15%
2 Financials 7.05%
3 Healthcare 3.86%
4 Consumer Discretionary 3.56%
5 Energy 2.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$2.79M 0.12%
37,453
+10,476
177
$2.74M 0.12%
62,294
-4,418
178
$2.71M 0.12%
40,629
+20,907
179
$2.7M 0.12%
61,885
+36,735
180
$2.67M 0.12%
42,077
+680
181
$2.66M 0.12%
22,758
+2,017
182
$2.65M 0.12%
36,779
-12,562
183
$2.64M 0.12%
66,221
-1,506
184
$2.6M 0.12%
13,659
-2,208
185
$2.6M 0.12%
40,066
+798
186
$2.59M 0.12%
68,104
+7,228
187
$2.58M 0.12%
106,210
+38,040
188
$2.58M 0.12%
172,545
-25,326
189
$2.56M 0.11%
46,406
+25,426
190
$2.53M 0.11%
24,589
+1,702
191
$2.46M 0.11%
13,680
-213
192
$2.39M 0.11%
12,019
+1,474
193
$2.39M 0.11%
33,866
+6,244
194
$2.39M 0.11%
72,059
+7,014
195
$2.35M 0.1%
118,147
-4,416
196
$2.34M 0.1%
48,365
+11,765
197
$2.34M 0.1%
98,796
-3,669
198
$2.3M 0.1%
43,936
+254
199
$2.3M 0.1%
23,100
+1,983
200
$2.29M 0.1%
33,800
-1,692
6 7
8
9 10