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
$1.02B
AUM Growth
+$280M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
691
New
Increased
Reduced
Closed

Top Buys

1
+$12.9M
2
+$11.2M
3
+$8.96M
4
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$8.63M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$6.13M

Top Sells

1
+$11.3M
2
+$8.51M
3
+$7.66M
4
VTV icon
Vanguard Value ETF
VTV
+$7.15M
5
SPTM icon
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$5.82M

Sector Composition

1 Technology 11.41%
2 Healthcare 4.71%
3 Financials 4.51%
4 Consumer Discretionary 4.36%
5 Communication Services 3.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$37.5M 3.68%
121,003
-7,690
2
$35.6M 3.5%
390,204
+36,772
3
$32.2M 3.17%
158,381
+19,035
4
$24.2M 2.37%
204,362
+109,009
5
$20.8M 2.05%
84,069
+24,489
6
$19.9M 1.96%
170,108
+76,466
7
$16.7M 1.64%
159,931
+42,186
8
$16.3M 1.6%
118,140
-300
9
$15.2M 1.5%
85,391
+17,873
10
$14.7M 1.44%
51,718
+18,877
11
$12.1M 1.19%
233,764
+99,436
12
$11.2M 1.1%
+340,627
13
$11M 1.08%
35,650
+14,717
14
$8.94M 0.88%
69,967
+67,582
15
$8.71M 0.86%
245,574
-1,384
16
$8.44M 0.83%
180,865
+44,826
17
$8.41M 0.83%
62,553
+39,004
18
$7.87M 0.77%
202,833
+75,412
19
$7.51M 0.74%
125,537
+16,384
20
$7.08M 0.7%
31,175
+1,013
21
$6.63M 0.65%
81,296
+75,054
22
$6.44M 0.63%
45,816
+11,782
23
$6.1M 0.6%
77,447
+5,951
24
$6.04M 0.59%
+183,512
25
$5.99M 0.59%
29,641
-4,847
1
2 3 4 5