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
$2.44B
AUM Growth
+$202M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,021
New
Increased
Reduced
Closed

Top Buys

1
+$37M
2
+$10.3M
3
+$8.63M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$7.17M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$5.14M

Top Sells

1
+$23.6M
2
+$13.8M
3
+$4.82M
4
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$4.11M
5
SPTI icon
SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$3.97M

Sector Composition

1 Technology 10.29%
2 Financials 6.32%
3 Consumer Discretionary 3.72%
4 Healthcare 3.59%
5 Communication Services 2.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$2.89M 0.12%
96,721
+1,278
177
$2.88M 0.12%
37,804
-856
178
$2.87M 0.12%
56,728
+7,216
179
$2.86M 0.12%
29,454
+440
180
$2.86M 0.12%
45,211
+3,134
181
$2.81M 0.12%
62,395
-18,411
182
$2.8M 0.11%
175,305
+2,760
183
$2.8M 0.11%
37,412
-55,052
184
$2.77M 0.11%
39,103
+6,767
185
$2.76M 0.11%
27,297
+5,463
186
$2.76M 0.11%
45,856
-16
187
$2.75M 0.11%
22,257
-2,286
188
$2.74M 0.11%
61,028
-1,266
189
$2.71M 0.11%
12,771
-888
190
$2.7M 0.11%
50,447
+1,706
191
$2.7M 0.11%
42,522
-9
192
$2.69M 0.11%
21,933
-825
193
$2.68M 0.11%
36,103
-1,168
194
$2.68M 0.11%
118,500
-35,871
195
$2.59M 0.11%
11,516
+736
196
$2.55M 0.1%
22,565
+4,692
197
$2.54M 0.1%
74,562
+33,235
198
$2.54M 0.1%
103,782
+4,986
199
$2.52M 0.1%
25,361
+130
200
$2.51M 0.1%
62,580
-3,641
6 7
8
9 10