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
$1.69B
AUM Growth
+$3.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
913
New
Increased
Reduced
Closed

Top Buys

1
+$9.83M
2
+$6.45M
3
+$6.04M
4
TLTD icon
FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund
TLTD
+$4.64M
5
FJUN icon
FT Vest US Equity Buffer ETF June
FJUN
+$4.46M

Top Sells

1
+$10.4M
2
+$10.3M
3
+$7.75M
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$6.92M
5
XLSR icon
State Street US Sector Rotation ETF
XLSR
+$6.38M

Sector Composition

1 Technology 11.92%
2 Consumer Discretionary 5%
3 Financials 4.83%
4 Communication Services 4.57%
5 Healthcare 3.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$2.13M 0.13%
8,629
+1,195
202
$2.13M 0.13%
62,979
-3,900
203
$2.12M 0.13%
140,177
+27,392
204
$2.11M 0.12%
9,228
+1,364
205
$2.08M 0.12%
8,668
-81
206
$2.08M 0.12%
16,216
-4,514
207
$2.07M 0.12%
+28,101
208
$2.05M 0.12%
67,400
+2,963
209
$2.05M 0.12%
36,603
+2,882
210
$2.04M 0.12%
76,583
+5,547
211
$2.04M 0.12%
27,009
-495
212
$2.03M 0.12%
11,345
-159
213
$2.03M 0.12%
32,304
-2,340
214
$2.02M 0.12%
32,647
-1,490
215
$2M 0.12%
79,944
-8,080
216
$2M 0.12%
9,858
+607
217
$1.98M 0.12%
45,908
+2,345
218
$1.96M 0.12%
16,527
-2,128
219
$1.95M 0.12%
13,532
-2,875
220
$1.95M 0.12%
25,348
+736
221
$1.94M 0.11%
13,083
+2,089
222
$1.92M 0.11%
101,132
+1,580
223
$1.91M 0.11%
10,991
+1,593
224
$1.9M 0.11%
2,268
+319
225
$1.89M 0.11%
8,633
-7,467
7 8
9
10 11