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
$769M
AUM Growth
+$94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
591
New
Increased
Reduced
Closed

Top Buys

1
+$3.96M
2
+$3.82M
3
+$3.33M
4
TFLO icon
iShares Treasury Floating Rate Bond ETF
TFLO
+$3.11M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$2.95M

Top Sells

1
+$11M
2
+$9.69M
3
+$6.53M
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$6.3M
5
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$3.92M

Sector Composition

1 Technology 12.28%
2 Financials 5.5%
3 Consumer Discretionary 4.54%
4 Healthcare 3.93%
5 Industrials 3.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$35.4M 4.59%
270,184
-169
2
$34.6M 4.5%
117,480
-5,446
3
$17.4M 2.26%
350,948
+21,396
4
$16.1M 2.1%
242,024
+57,345
5
$15.4M 2%
114,706
+3,261
6
$13.6M 1.77%
63,849
+1,846
7
$10.8M 1.4%
93,374
+486
8
$9.81M 1.27%
36,440
+3,720
9
$8.84M 1.15%
250,894
+15,874
10
$8.38M 1.09%
55,837
+3,093
11
$8.04M 1.04%
179,412
+4,508
12
$8.01M 1.04%
100,757
+1,136
13
$7.7M 1%
211,131
+72,567
14
$7.62M 0.99%
80,440
+5,440
15
$7.61M 0.99%
40,765
-13,508
16
$6.44M 0.84%
117,669
+8,184
17
$6.42M 0.83%
92,021
+3,383
18
$6.32M 0.82%
72,327
+1,469
19
$5.77M 0.75%
21,697
-1,881
20
$5.57M 0.72%
143,737
+71,469
21
$5.4M 0.7%
14,826
+1,565
22
$5.33M 0.69%
45,761
+18,628
23
$5.28M 0.69%
18,020
+1,881
24
$5.17M 0.67%
266,891
+108,024
25
$5.04M 0.65%
59,422
+34,851
1
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