MA

Mutual Advisors Portfolio holdings

AUM $4B
1-Year Est. Return 14.38%
This Quarter Est. Return
1 Year Est. Return
+14.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.34B
AUM Growth
+$191M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
769
New
Increased
Reduced
Closed

Top Buys

1
+$8.44M
2
+$7.6M
3
+$7.11M
4
ADBE icon
Adobe
ADBE
+$6.01M
5
ARKF icon
ARK Fintech Innovation ETF
ARKF
+$5.78M

Top Sells

1
+$5.98M
2
+$5.84M
3
+$4.77M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$3.78M
5
BLV icon
Vanguard Long-Term Bond ETF
BLV
+$3.68M

Sector Composition

1 Technology 12.2%
2 Consumer Discretionary 5.25%
3 Financials 4.49%
4 Healthcare 4.18%
5 Communication Services 3.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1.64M 0.12%
23,220
-2,244
202
$1.63M 0.12%
41,285
+4,535
203
$1.61M 0.12%
22,019
+253
204
$1.6M 0.12%
38,719
+477
205
$1.58M 0.12%
10,823
-1,015
206
$1.57M 0.12%
18,874
-16,556
207
$1.57M 0.12%
62,400
-200
208
$1.56M 0.12%
63,444
+5,490
209
$1.56M 0.12%
16,044
+12
210
$1.56M 0.12%
24,014
+11,295
211
$1.55M 0.12%
26,572
+2,685
212
$1.54M 0.11%
47,365
-2,650
213
$1.54M 0.11%
39,124
+2,382
214
$1.53M 0.11%
13,089
-2,684
215
$1.52M 0.11%
9,005
-1,155
216
$1.51M 0.11%
55,556
+26,466
217
$1.51M 0.11%
21,135
-2,765
218
$1.51M 0.11%
+53,347
219
$1.51M 0.11%
22,769
-215
220
$1.5M 0.11%
76,855
+8,835
221
$1.48M 0.11%
53,445
+7,451
222
$1.47M 0.11%
19,047
-3,249
223
$1.46M 0.11%
21,675
+1,887
224
$1.46M 0.11%
10,794
+1,537
225
$1.45M 0.11%
27,622
+8,476
7 8
9
10 11