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
$2.44B
AUM Growth
+$202M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,021
New
Increased
Reduced
Closed

Top Buys

1
+$37M
2
+$10.3M
3
+$8.63M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$7.17M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$5.14M

Top Sells

1
+$23.6M
2
+$13.8M
3
+$4.82M
4
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$4.11M
5
SPTI icon
SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$3.97M

Sector Composition

1 Technology 10.29%
2 Financials 6.32%
3 Consumer Discretionary 3.72%
4 Healthcare 3.59%
5 Communication Services 2.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$2.5M 0.1%
50,055
+1,690
202
$2.5M 0.1%
24,648
-1,081
203
$2.46M 0.1%
+26,548
204
$2.46M 0.1%
+59,505
205
$2.44M 0.1%
67,695
+5,810
206
$2.44M 0.1%
25,256
+667
207
$2.43M 0.1%
43,589
-347
208
$2.43M 0.1%
32,881
-985
209
$2.42M 0.1%
12,077
+58
210
$2.39M 0.1%
86,950
+3,781
211
$2.39M 0.1%
103,514
+14,156
212
$2.35M 0.1%
26,701
+7,471
213
$2.34M 0.1%
73,441
+12,171
214
$2.34M 0.1%
52,515
+3,423
215
$2.31M 0.09%
38,462
-42,840
216
$2.3M 0.09%
32,107
+15,461
217
$2.29M 0.09%
33,919
+7,421
218
$2.26M 0.09%
445,994
+55,602
219
$2.26M 0.09%
28,025
+3,014
220
$2.24M 0.09%
30,273
+2,114
221
$2.24M 0.09%
11,486
-2,194
222
$2.23M 0.09%
11,489
+226
223
$2.23M 0.09%
29,329
-584
224
$2.2M 0.09%
11,814
+469
225
$2.18M 0.09%
26,321
+1,828
7 8
9
10 11