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
$2.63B
AUM Growth
+$197M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,084
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$6.11M
3
+$5.15M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$4.88M
5
DFUS icon
Dimensional US Equity ETF
DFUS
+$4.56M

Top Sells

1
+$6.72M
2
+$5.33M
3
+$4.8M
4
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$3.67M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$3.12M

Sector Composition

1 Technology 11.14%
2 Financials 6.2%
3 Consumer Discretionary 3.84%
4 Healthcare 3.47%
5 Communication Services 2.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$3.08M 0.12%
58,584
+54,848
177
$3.08M 0.12%
24,266
+1,702
178
$3.06M 0.12%
116,225
+29,275
179
$3.03M 0.12%
92,849
-42,977
180
$2.95M 0.11%
26,305
+3,740
181
$2.93M 0.11%
35,028
+324
182
$2.92M 0.11%
49,894
-553
183
$2.9M 0.11%
37,009
+4,128
184
$2.89M 0.11%
33,129
-200
185
$2.89M 0.11%
87,373
+19,678
186
$2.87M 0.11%
36,014
-170
187
$2.86M 0.11%
48,155
-80,871
188
$2.85M 0.11%
6,255
-20
189
$2.82M 0.11%
44,407
+22,178
190
$2.82M 0.11%
39,449
+211
191
$2.81M 0.11%
48,670
+33,877
192
$2.78M 0.11%
43,440
-5,236
193
$2.73M 0.1%
40,474
+6,555
194
$2.72M 0.1%
24,940
+292
195
$2.68M 0.1%
11,010
-506
196
$2.67M 0.1%
+100,389
197
$2.67M 0.1%
77,537
+2,975
198
$2.65M 0.1%
56,303
-4,725
199
$2.62M 0.1%
65,409
+2,829
200
$2.6M 0.1%
105,702
+1,920
6 7
8
9 10