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
$439M
AUM Growth
+$44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
440
New
Increased
Reduced
Closed

Top Buys

1
+$3.82M
2
+$1.67M
3
+$1.48M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$1.39M
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$1.38M

Top Sells

1
+$1.36M
2
+$1M
3
+$983K
4
AKAM icon
Akamai
AKAM
+$980K
5
IYE icon
iShares US Energy ETF
IYE
+$858K

Sector Composition

1 Technology 8.25%
2 Financials 6.83%
3 Consumer Discretionary 6.27%
4 Industrials 5.29%
5 Healthcare 4.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$666K 0.15%
11,861
+87
202
$659K 0.15%
6,034
-69
203
$649K 0.15%
16,235
+42
204
$647K 0.15%
22,650
-489
205
$642K 0.15%
9,482
+330
206
$635K 0.14%
6,030
+12
207
$633K 0.14%
34,300
208
$626K 0.14%
8,102
+80
209
$617K 0.14%
8,926
+358
210
$613K 0.14%
7,777
-11
211
$610K 0.14%
4,243
212
$607K 0.14%
14,394
-1,526
213
$604K 0.14%
5,199
+1
214
$597K 0.14%
14,304
-492
215
$596K 0.14%
24,803
+857
216
$589K 0.13%
5,392
+313
217
$584K 0.13%
9,220
+18
218
$582K 0.13%
5,456
+196
219
$569K 0.13%
6,837
-81
220
$563K 0.13%
6,600
+512
221
$563K 0.13%
6,908
+25
222
$561K 0.13%
+15,393
223
$556K 0.13%
3,856
-159
224
$555K 0.13%
37,000
-24,300
225
$552K 0.13%
3,999
-17
7 8
9
10 11