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
$1.34B
AUM Growth
+$191M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
769
New
Increased
Reduced
Closed

Top Buys

1
+$8.44M
2
+$7.6M
3
+$7.11M
4
ADBE icon
Adobe
ADBE
+$6.01M
5
ARKF icon
ARK Fintech Innovation ETF
ARKF
+$5.78M

Top Sells

1
+$5.98M
2
+$5.84M
3
+$4.77M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$3.78M
5
BLV icon
Vanguard Long-Term Bond ETF
BLV
+$3.68M

Sector Composition

1 Technology 12.2%
2 Consumer Discretionary 5.25%
3 Financials 4.49%
4 Healthcare 4.18%
5 Communication Services 3.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$62.9M 4.67%
474,150
+29,009
2
$42.1M 3.13%
112,150
-5,610
3
$35M 2.6%
157,375
-6,462
4
$28.3M 2.1%
239,657
+18,230
5
$24M 1.78%
76,557
-19,076
6
$23.1M 1.71%
141,720
+6,640
7
$22.6M 1.68%
159,778
-26,793
8
$16.2M 1.2%
47,073
-2,448
9
$14.7M 1.09%
63,462
-5,508
10
$14.4M 1.07%
89,801
+17,907
11
$12.9M 0.96%
98,884
+1,952
12
$12.7M 0.94%
33,988
+130
13
$12.3M 0.91%
210,235
+129,854
14
$11.9M 0.88%
355,503
+7,356
15
$11M 0.82%
172,620
-22,492
16
$9.72M 0.72%
35,570
+4,603
17
$9.52M 0.71%
76,436
+67,821
18
$9.32M 0.69%
197,380
-12,978
19
$9.26M 0.69%
101,170
+14,552
20
$9.06M 0.67%
214,742
-28,986
21
$8.99M 0.67%
49,620
-2,162
22
$8.8M 0.65%
100,460
+10,460
23
$8.8M 0.65%
196,695
-15,333
24
$8.73M 0.65%
63,201
+36,173
25
$7.93M 0.59%
48,167
-2,486
1
2 3 4 5