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
$3.49B
AUM Growth
+$39.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,174
New
Increased
Reduced
Closed

Top Buys

1
+$164M
2
+$84.4M
3
+$45.9M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$21M
5
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$20.2M

Top Sells

1
+$252M
2
+$17.3M
3
+$7.12M
4
AAPL icon
Apple
AAPL
+$5.99M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$4.53M

Sector Composition

1 Technology 10.39%
2 Financials 7.31%
3 Healthcare 3.84%
4 Consumer Discretionary 3.29%
5 Communication Services 3.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$3.35M 0.1%
62,298
+2,228
202
$3.34M 0.1%
12,474
+5,545
203
$3.33M 0.1%
53,117
-1,584
204
$3.32M 0.1%
56,480
+17,758
205
$3.3M 0.09%
39,658
+29,287
206
$3.3M 0.09%
68,897
+13,504
207
$3.3M 0.09%
33,048
-13,736
208
$3.27M 0.09%
41,816
+18,164
209
$3.23M 0.09%
110,813
+6,135
210
$3.23M 0.09%
63,653
+7,723
211
$3.22M 0.09%
34,803
-495
212
$3.2M 0.09%
11,950
+1,200
213
$3.16M 0.09%
26,283
-17,581
214
$3.15M 0.09%
55,481
+2,930
215
$3.04M 0.09%
15,378
-1,622
216
$3.04M 0.09%
33,583
+800
217
$3.02M 0.09%
69,105
-1,470
218
$3M 0.09%
3,310
+39
219
$3M 0.09%
60,511
+32,820
220
$2.97M 0.09%
12,081
-179
221
$2.96M 0.08%
5,548
-482
222
$2.95M 0.08%
2,213
+69
223
$2.89M 0.08%
58,622
+2,144
224
$2.89M 0.08%
27,467
+830
225
$2.88M 0.08%
13,050
+1,519
7 8
9
10 11