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
$1.78B
AUM Growth
-$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
952
New
Increased
Reduced
Closed

Top Buys

1
+$10M
2
+$5.31M
3
+$3.55M
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$3.23M
5
SPTI icon
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$3.14M

Top Sells

1
+$10.5M
2
+$10.1M
3
+$8.28M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$7.56M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$7.46M

Sector Composition

1 Technology 12.91%
2 Financials 4.95%
3 Consumer Discretionary 4.8%
4 Healthcare 4.03%
5 Communication Services 3.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$2.11M 0.12%
35,325
+747
202
$2.08M 0.12%
155,569
+9,663
203
$2.06M 0.12%
18,403
+961
204
$2.05M 0.11%
52,986
+15,127
205
$2.04M 0.11%
49,741
+46
206
$2.03M 0.11%
24,189
-1,239
207
$2.02M 0.11%
8,827
+1,331
208
$2.02M 0.11%
10,309
-384
209
$2.02M 0.11%
46,965
+565
210
$2M 0.11%
38,893
+3,629
211
$1.99M 0.11%
32,665
-3,002
212
$1.99M 0.11%
9,262
+186
213
$1.96M 0.11%
23,908
+2,176
214
$1.96M 0.11%
38,206
+7,512
215
$1.95M 0.11%
40,817
+1,015
216
$1.93M 0.11%
9,422
+2,654
217
$1.93M 0.11%
9,552
-430
218
$1.92M 0.11%
11,433
-44,328
219
$1.92M 0.11%
27,061
-178
220
$1.92M 0.11%
155,882
+13,343
221
$1.89M 0.11%
79,854
-30
222
$1.89M 0.11%
53,970
-15,330
223
$1.88M 0.11%
14,218
+2,616
224
$1.86M 0.1%
8,029
+169
225
$1.85M 0.1%
8,720
+1,623
7 8
9
10 11