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
$675M
AUM Growth
+$168M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
502
New
Increased
Reduced
Closed

Top Buys

1
+$13.4M
2
+$9.64M
3
+$6.61M
4
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$6.6M
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$5.11M

Top Sells

1
+$2.02M
2
+$1.99M
3
+$1.89M
4
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$1.86M
5
SH icon
ProShares Short S&P500
SH
+$1.83M

Sector Composition

1 Technology 12.12%
2 Financials 5.37%
3 Consumer Discretionary 4.77%
4 Healthcare 3.9%
5 Industrials 3.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$35M 5.18%
122,926
-3,326
2
$30.4M 4.5%
270,353
3
$15.7M 2.32%
329,552
+21,484
4
$13.4M 1.99%
+350,373
5
$13.1M 1.95%
111,445
-2,011
6
$12.5M 1.84%
62,003
+2,985
7
$11.9M 1.76%
184,679
+22,202
8
$11.4M 1.69%
310,246
+262,327
9
$10.2M 1.51%
92,888
-2,164
10
$9.75M 1.44%
54,273
+16,030
11
$8.49M 1.26%
32,720
+4,953
12
$8.04M 1.19%
235,020
-4,762
13
$7.64M 1.13%
99,621
+16,370
14
$7.63M 1.13%
52,744
+595
15
$7.54M 1.12%
174,904
-1,712
16
$7.34M 1.09%
99,235
+89,269
17
$7.03M 1.04%
61,733
+58,008
18
$6.68M 0.99%
75,000
+5,160
19
$6.11M 0.9%
23,578
+6,264
20
$6.07M 0.9%
70,858
+2,533
21
$5.91M 0.88%
109,485
-3,822
22
$5.49M 0.81%
88,638
+7,971
23
$5.11M 0.76%
+46,225
24
$5.06M 0.75%
13,261
+1,354
25
$4.88M 0.72%
138,564
+34,433
1
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