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
$395M
AUM Growth
+$130M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
403
New
Increased
Reduced
Closed

Top Buys

1
+$5.56M
2
+$3.83M
3
+$2.69M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.49M
5
TSE icon
Trinseo
TSE
+$2.38M

Top Sells

1
+$1.69M
2
+$801K
3
+$397K
4
POWA icon
Invesco Bloomberg Pricing Power ETF
POWA
+$345K
5
LDL
Lydall, Inc.
LDL
+$300K

Sector Composition

1 Technology 8.7%
2 Financials 7.41%
3 Consumer Discretionary 6.06%
4 Industrials 5.9%
5 Healthcare 4.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$663K 0.17%
9,152
+871
202
$659K 0.17%
+20,570
203
$652K 0.17%
11,774
+8,491
204
$650K 0.16%
+20,150
205
$633K 0.16%
37,562
206
$631K 0.16%
4,694
+2,754
207
$628K 0.16%
6,736
+4,174
208
$626K 0.16%
7,788
+353
209
$610K 0.15%
23,946
+5,666
210
$604K 0.15%
14,796
+5,872
211
$603K 0.15%
12,480
+3,388
212
$593K 0.15%
5,260
+2,759
213
$589K 0.15%
22,180
+717
214
$585K 0.15%
8,568
+1,588
215
$584K 0.15%
4,015
+91
216
$580K 0.15%
31,060
-1,600
217
$578K 0.15%
+11,710
218
$577K 0.15%
4,243
-104
219
$566K 0.14%
9,202
+2,390
220
$564K 0.14%
4,974
+1,733
221
$561K 0.14%
5,198
+173
222
$556K 0.14%
4,016
+182
223
$554K 0.14%
8,022
+997
224
$550K 0.14%
+11,000
225
$538K 0.14%
1,541
+70
7 8
9
10 11