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
$439M
AUM Growth
+$44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
440
New
Increased
Reduced
Closed

Top Buys

1
+$3.82M
2
+$1.67M
3
+$1.48M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$1.39M
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$1.38M

Top Sells

1
+$1.36M
2
+$1M
3
+$983K
4
AKAM icon
Akamai
AKAM
+$980K
5
IYE icon
iShares US Energy ETF
IYE
+$858K

Sector Composition

1 Technology 8.25%
2 Financials 6.83%
3 Consumer Discretionary 6.27%
4 Industrials 5.29%
5 Healthcare 4.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$10.9M 2.48%
235,012
+10,968
2
$9.96M 2.27%
97,972
+164
3
$9.11M 2.08%
48,811
+1,694
4
$8.56M 1.95%
136,847
+10,250
5
$8.22M 1.87%
243,390
+4,396
6
$7.72M 1.76%
78,332
+2,757
7
$7.44M 1.7%
182,960
+31,172
8
$5.71M 1.3%
40,662
+27,189
9
$5.66M 1.29%
68,123
+1,345
10
$4.53M 1.03%
18,137
-540
11
$4.41M 1.01%
102,553
+8,700
12
$4.32M 0.98%
44,880
+226
13
$3.92M 0.89%
78,772
+1,386
14
$3.79M 0.86%
19,492
+4,979
15
$3.68M 0.84%
43,280
+13,880
16
$3.65M 0.83%
57,590
+9,002
17
$3.64M 0.83%
290,384
+754
18
$3.34M 0.76%
35,354
+17,660
19
$3.33M 0.76%
55,995
+3,467
20
$3.22M 0.73%
29,222
+4,894
21
$3.12M 0.71%
9,299
-156
22
$3.04M 0.69%
11,129
+719
23
$2.87M 0.65%
47,717
+7,888
24
$2.76M 0.63%
21,800
-1,992
25
$2.67M 0.61%
46,956
+1,343
1
2 3 4 5