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
$1.68B
AUM Growth
+$225M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
868
New
Increased
Reduced
Closed

Top Buys

1
+$11.9M
2
+$9.19M
3
+$9.06M
4
ROUS icon
Hartford Multifactor US Equity ETF
ROUS
+$8.9M
5
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$7.76M

Top Sells

1
+$7.58M
2
+$7.56M
3
+$7.1M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$6.95M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$6.57M

Sector Composition

1 Technology 11.58%
2 Consumer Discretionary 5.04%
3 Financials 4.57%
4 Communication Services 4.53%
5 Healthcare 3.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$68.7M 4.07%
501,730
+6,843
2
$49.1M 2.91%
114,148
+11,176
3
$41M 2.43%
151,459
+203
4
$26.8M 1.59%
232,268
-12,923
5
$24.4M 1.45%
142,080
-24,480
6
$21.1M 1.25%
59,589
+5,037
7
$18.2M 1.08%
65,343
+778
8
$18M 1.07%
121,973
+26,282
9
$17.3M 1.03%
111,737
-42,453
10
$15.3M 0.91%
155,739
+78,791
11
$13.3M 0.79%
38,284
+925
12
$13.1M 0.77%
73,107
-20,434
13
$13M 0.77%
570,264
+167,919
14
$12.7M 0.75%
544,164
+394,559
15
$12.3M 0.73%
117,220
+6,985
16
$12M 0.71%
234,674
-8,750
17
$11.9M 0.71%
+223,230
18
$11.8M 0.7%
27,595
+7,669
19
$11.7M 0.69%
29,753
+380
20
$11.5M 0.68%
94,260
+580
21
$11M 0.65%
605,232
+96,872
22
$10.9M 0.65%
271,198
+221,644
23
$10.6M 0.63%
204,383
+12,919
24
$10.4M 0.62%
82,760
+2,500
25
$10.1M 0.6%
57,402
+9,273
1
2 3 4 5