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
$3.49B
AUM Growth
+$39.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,174
New
Increased
Reduced
Closed

Top Buys

1
+$164M
2
+$84.4M
3
+$45.9M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$21M
5
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$20.2M

Top Sells

1
+$252M
2
+$17.3M
3
+$7.12M
4
AAPL icon
Apple
AAPL
+$5.99M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$4.53M

Sector Composition

1 Technology 10.39%
2 Financials 7.31%
3 Healthcare 3.84%
4 Consumer Discretionary 3.29%
5 Communication Services 3.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$4.06M 0.12%
26,315
-349
177
$4.06M 0.12%
47,746
-406
178
$4.03M 0.12%
214,095
+35,922
179
$4.02M 0.12%
+51,151
180
$3.99M 0.11%
153,423
+116,726
181
$3.94M 0.11%
41,781
-5,882
182
$3.93M 0.11%
192,683
+21,286
183
$3.85M 0.11%
61,493
-8,442
184
$3.76M 0.11%
46,408
+123
185
$3.76M 0.11%
184,234
-19,340
186
$3.74M 0.11%
44,597
-1,151
187
$3.7M 0.11%
211,754
+16,189
188
$3.66M 0.1%
95,906
-5,279
189
$3.63M 0.1%
136,806
+6,452
190
$3.61M 0.1%
43,481
-3,913
191
$3.61M 0.1%
82,878
-11,219
192
$3.59M 0.1%
90,544
-1,220
193
$3.55M 0.1%
42,144
-4,024
194
$3.53M 0.1%
105,460
+6,219
195
$3.53M 0.1%
37,846
-924
196
$3.52M 0.1%
62,712
+34,973
197
$3.44M 0.1%
16,250
+7,409
198
$3.42M 0.1%
135,676
+18,738
199
$3.41M 0.1%
152,144
+27,931
200
$3.39M 0.1%
160,566
-10,993
6 7
8
9 10