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
$769M
AUM Growth
+$94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
591
New
Increased
Reduced
Closed

Top Buys

1
+$3.96M
2
+$3.82M
3
+$3.33M
4
TFLO icon
iShares Treasury Floating Rate Bond ETF
TFLO
+$3.11M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$2.95M

Top Sells

1
+$11M
2
+$9.69M
3
+$6.53M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$6.3M
5
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$3.92M

Sector Composition

1 Technology 12.28%
2 Financials 5.5%
3 Consumer Discretionary 4.54%
4 Healthcare 3.93%
5 Industrials 3.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$988K 0.13%
8,918
-25
202
$986K 0.13%
5,964
+96
203
$986K 0.13%
4,819
-148
204
$982K 0.13%
6,603
+554
205
$980K 0.13%
93,262
+14,204
206
$976K 0.13%
101,600
207
$975K 0.13%
40,820
+4,639
208
$974K 0.13%
23,753
+3,106
209
$974K 0.13%
15,286
+543
210
$973K 0.13%
18,996
+640
211
$971K 0.13%
31,296
-1,033
212
$964K 0.13%
+16,191
213
$958K 0.12%
6,115
+731
214
$945K 0.12%
18,030
+8,278
215
$944K 0.12%
45,411
+12,444
216
$928K 0.12%
5,335
-258
217
$926K 0.12%
6,793
+218
218
$914K 0.12%
82,450
+37,400
219
$911K 0.12%
+64,597
220
$899K 0.12%
124,698
221
$897K 0.12%
9,735
-1,691
222
$894K 0.12%
53,000
223
$883K 0.11%
31,350
+3,138
224
$876K 0.11%
19,723
-30
225
$876K 0.11%
3,315
+589
7 8
9
10 11