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
$675M
AUM Growth
+$168M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
502
New
Increased
Reduced
Closed

Top Buys

1
+$13.4M
2
+$9.64M
3
+$6.61M
4
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$6.6M
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$5.11M

Top Sells

1
+$2.02M
2
+$1.99M
3
+$1.89M
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$1.86M
5
SH icon
ProShares Short S&P500
SH
+$1.83M

Sector Composition

1 Technology 12.12%
2 Financials 5.37%
3 Consumer Discretionary 4.77%
4 Healthcare 3.9%
5 Industrials 3.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$825K 0.12%
37,246
+507
202
$823K 0.12%
96,200
203
$823K 0.12%
5,384
+321
204
$820K 0.12%
8,078
+53
205
$802K 0.12%
79,058
+3,393
206
$795K 0.12%
24,476
-17,334
207
$792K 0.12%
24,553
+338
208
$781K 0.12%
15,686
+3,348
209
$776K 0.11%
28,212
+1,342
210
$772K 0.11%
10,107
+2,573
211
$751K 0.11%
14,462
-98
212
$749K 0.11%
50,600
213
$748K 0.11%
28,411
+323
214
$744K 0.11%
+13,819
215
$743K 0.11%
24,588
-65,706
216
$742K 0.11%
21,224
217
$735K 0.11%
9,532
-4,065
218
$723K 0.11%
55,814
+9,932
219
$722K 0.11%
40,403
220
$716K 0.11%
13,361
-286
221
$713K 0.11%
12,120
+6,645
222
$707K 0.1%
53,000
+25,000
223
$702K 0.1%
156,280
+54,120
224
$701K 0.1%
22,500
225
$700K 0.1%
10,773
+1,535
7 8
9
10 11