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
$1.02B
AUM Growth
+$280M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
691
New
Increased
Reduced
Closed

Top Buys

1
+$12.9M
2
+$11.2M
3
+$8.96M
4
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$8.63M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$6.13M

Top Sells

1
+$11.3M
2
+$8.51M
3
+$7.66M
4
VTV icon
Vanguard Value ETF
VTV
+$7.15M
5
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$5.82M

Sector Composition

1 Technology 11.41%
2 Healthcare 4.71%
3 Financials 4.51%
4 Consumer Discretionary 4.36%
5 Communication Services 3.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1.11M 0.11%
+37,000
202
$1.1M 0.11%
17,795
+2,635
203
$1.09M 0.11%
4,217
+207
204
$1.08M 0.11%
+13,696
205
$1.08M 0.11%
22,040
+1,572
206
$1.08M 0.11%
18,678
+60
207
$1.07M 0.11%
18,389
+9,069
208
$1.07M 0.11%
17,747
+2,731
209
$1.07M 0.11%
55,520
210
$1.07M 0.11%
47,165
-35,356
211
$1.07M 0.1%
44,902
+9,398
212
$1.07M 0.1%
42,126
-3,635
213
$1.06M 0.1%
60,675
+8,537
214
$1.05M 0.1%
+15,668
215
$1.04M 0.1%
11,963
+73
216
$1.04M 0.1%
27,770
-948
217
$1.04M 0.1%
22,910
+2,660
218
$1.04M 0.1%
11,426
+2,982
219
$1.04M 0.1%
58,631
-1,856
220
$1.04M 0.1%
97,418
+6,439
221
$1.04M 0.1%
13,152
+4,655
222
$1.04M 0.1%
9,328
+4,692
223
$1.03M 0.1%
43,912
+3,854
224
$1.01M 0.1%
7,992
+5,373
225
$1.01M 0.1%
7,087
+55
7 8
9
10 11