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
$1.68B
AUM Growth
+$225M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
868
New
Increased
Reduced
Closed

Top Buys

1
+$11.9M
2
+$9.19M
3
+$9.06M
4
ROUS icon
Hartford Multifactor US Equity ETF
ROUS
+$8.9M
5
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$7.76M

Top Sells

1
+$7.58M
2
+$7.56M
3
+$7.1M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$6.95M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$6.57M

Sector Composition

1 Technology 11.58%
2 Consumer Discretionary 5.04%
3 Financials 4.57%
4 Communication Services 4.53%
5 Healthcare 3.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$2.18M 0.13%
22,471
+215
202
$2.18M 0.13%
74,641
+61,421
203
$2.18M 0.13%
5,504
+739
204
$2.15M 0.13%
52,113
+3,129
205
$2.14M 0.13%
32,523
-925
206
$2.13M 0.13%
8,749
+3,293
207
$2.12M 0.13%
64,437
-20,523
208
$2.11M 0.13%
19,535
-618
209
$2.1M 0.12%
12,649
+2,612
210
$2.1M 0.12%
11,504
-268
211
$2.08M 0.12%
23,490
+9,069
212
$2.08M 0.12%
27,504
-4,181
213
$2.07M 0.12%
17,664
+25
214
$2.06M 0.12%
27,016
+4,414
215
$2.04M 0.12%
37,794
-1,553
216
$2.04M 0.12%
27,026
-28
217
$2.04M 0.12%
16,450
+14,358
218
$2.03M 0.12%
33,798
-1,986
219
$2.03M 0.12%
38,841
+27,864
220
$1.99M 0.12%
15,504
+342
221
$1.98M 0.12%
40,896
+5,368
222
$1.98M 0.12%
37,076
-28,148
223
$1.95M 0.12%
32,237
+146
224
$1.93M 0.11%
+7,691
225
$1.93M 0.11%
29,550
-3,001
7 8
9
10 11