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
$2.63B
AUM Growth
+$197M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,084
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$6.11M
3
+$5.15M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$4.88M
5
DFUS icon
Dimensional US Equity ETF
DFUS
+$4.56M

Top Sells

1
+$6.72M
2
+$5.33M
3
+$4.8M
4
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$3.67M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$3.12M

Sector Composition

1 Technology 11.14%
2 Financials 6.2%
3 Consumer Discretionary 3.84%
4 Healthcare 3.47%
5 Communication Services 2.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$2.6M 0.1%
35,091
-2,321
202
$2.59M 0.1%
21,165
-1,092
203
$2.58M 0.1%
137,517
-50,782
204
$2.56M 0.1%
63,428
-13,269
205
$2.56M 0.1%
11,327
-750
206
$2.55M 0.1%
97,384
-75,724
207
$2.52M 0.1%
31,605
+4,243
208
$2.52M 0.1%
28,743
+1,017
209
$2.52M 0.1%
28,573
+548
210
$2.52M 0.1%
19,072
+1,420
211
$2.5M 0.09%
32,349
-5,455
212
$2.5M 0.09%
11,817
-954
213
$2.49M 0.09%
53,710
+1,195
214
$2.49M 0.09%
43,589
215
$2.48M 0.09%
24,618
-52,879
216
$2.48M 0.09%
22,478
+545
217
$2.47M 0.09%
35,765
-338
218
$2.46M 0.09%
85,578
+17,669
219
$2.44M 0.09%
102,888
-15,612
220
$2.43M 0.09%
30,032
+2,770
221
$2.42M 0.09%
62,700
+38,697
222
$2.41M 0.09%
207,755
-98,738
223
$2.39M 0.09%
27,130
+2,424
224
$2.38M 0.09%
26,483
+1,227
225
$2.36M 0.09%
11,488
+2
7 8
9
10 11