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
$2.23B
AUM Growth
+$293M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
990
New
Increased
Reduced
Closed

Top Buys

1
+$26.7M
2
+$14.6M
3
+$14.2M
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$9.29M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$8.42M

Top Sells

1
+$5.66M
2
+$4.74M
3
+$4.38M
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$4.01M
5
PSQ icon
ProShares Short QQQ
PSQ
+$3.59M

Sector Composition

1 Technology 9.15%
2 Financials 7.05%
3 Healthcare 3.86%
4 Consumer Discretionary 3.56%
5 Energy 2.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$2.29M 0.1%
53,595
+2,856
202
$2.27M 0.1%
10,780
+1,087
203
$2.27M 0.1%
23,594
+1,157
204
$2.26M 0.1%
65,451
+18,110
205
$2.26M 0.1%
83,169
+55,135
206
$2.25M 0.1%
90,661
-701
207
$2.2M 0.1%
32,336
+7,119
208
$2.2M 0.1%
8,849
-333
209
$2.18M 0.1%
9,272
+567
210
$2.16M 0.1%
49,092
+25,285
211
$2.14M 0.1%
21,834
-6,006
212
$2.14M 0.1%
390,392
+3,665
213
$2.14M 0.1%
21,355
+4,357
214
$2.14M 0.1%
181,125
-775
215
$2.13M 0.1%
29,913
-1,844
216
$2.1M 0.09%
24,493
-1,280
217
$2.1M 0.09%
28,159
+7,467
218
$2.09M 0.09%
3,838
-126
219
$2.09M 0.09%
41,198
+4,183
220
$2.08M 0.09%
130,060
221
$2.08M 0.09%
44,642
+6,672
222
$2.05M 0.09%
2,895
+230
223
$2.05M 0.09%
40,470
+20,067
224
$2.01M 0.09%
31,364
+20,465
225
$2M 0.09%
64,391
-2,405
7 8
9
10 11