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
$757M
AUM Growth
-$12.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
614
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$6.3M
3
+$4.93M
4
XAR icon
SPDR S&P Aerospace & Defense ETF
XAR
+$4.15M
5
FREL icon
Fidelity MSCI Real Estate Index ETF
FREL
+$4.06M

Top Sells

1
+$35.4M
2
+$3.87M
3
+$2.69M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$2.4M
5
SPTL icon
SPDR Portfolio Long Term Treasury ETF
SPTL
+$2.02M

Sector Composition

1 Technology 7.74%
2 Financials 5.32%
3 Consumer Discretionary 4.83%
4 Healthcare 3.58%
5 Industrials 3.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$36M 4.75%
120,445
+2,965
2
$18.4M 2.44%
329,184
-21,764
3
$17.3M 2.29%
124,458
+9,752
4
$17.2M 2.28%
268,777
+216,831
5
$12.8M 1.69%
61,617
-2,232
6
$12.4M 1.63%
184,334
-57,690
7
$10.9M 1.44%
91,285
-2,089
8
$10.8M 1.43%
295,120
+83,989
9
$10.3M 1.36%
37,789
+1,349
10
$9.11M 1.2%
256,770
+5,876
11
$8.83M 1.17%
58,498
+2,661
12
$8.59M 1.13%
97,962
-2,795
13
$8.46M 1.12%
188,084
+8,672
14
$8.04M 1.06%
42,609
+1,844
15
$7.95M 1.05%
268,320
+212,491
16
$7.6M 1%
202,439
+131,430
17
$7.46M 0.99%
85,980
+5,540
18
$6.94M 0.92%
93,850
+1,829
19
$6.88M 0.91%
176,888
+33,151
20
$6.38M 0.84%
71,911
-416
21
$6.01M 0.79%
121,712
+4,043
22
$5.5M 0.73%
388,374
+34,500
23
$5.36M 0.71%
189,928
+130,084
24
$5.23M 0.69%
13,755
-1,071
25
$5.22M 0.69%
198,165
+121,844
1
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