MA
Mutual Advisors Portfolio holdings
AUM
$4B
1-Year Return
14.38%
This Quarter Return
+13.12%
1 Year Return
+14.38%
3 Year Return
+52.75%
5 Year Return
+91.66%
10 Year Return
–
AUM
$675M
AUM Growth
+$168M
(+33%)
Cap. Flow
+$106M
Cap. Flow
% of AUM
15.64%
Top 10 Holdings %
Top 10 Hldgs %
24.17%
Holding
502
New
73
Increased
247
Reduced
105
Closed
24
Top Buys
| 1 |
Fidelity MSCI Utilities Index ETF
FUTY
|
+$13.4M |
| 2 |
iShares Core Dividend Growth ETF
DGRO
|
+$9.64M |
| 3 |
Technology Select Sector SPDR Fund
XLK
|
+$6.61M |
| 4 |
Consumer Discretionary Select Sector SPDR Fund
XLY
|
+$6.6M |
| 5 |
iShares Short Treasury Bond ETF
SHV
|
+$5.11M |
Top Sells
| 1 |
SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
|
+$2.03M |
| 2 |
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
|
+$1.99M |
| 3 |
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
|
+$1.89M |
| 4 |
SPDR Portfolio S&P 500 Growth ETF
SPYG
|
+$1.86M |
| 5 |
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% |
