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
$1.51B
AUM Growth
-$274M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
910
New
Increased
Reduced
Closed

Top Buys

1
+$9.9M
2
+$6.68M
3
+$4.41M
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$3.71M
5
BUFF icon
Innovator Laddered Allocation Power Buffer ETF
BUFF
+$3.21M

Top Sells

1
+$10.1M
2
+$6.65M
3
+$5.38M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$4.83M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$4.45M

Sector Composition

1 Technology 12.01%
2 Financials 5.07%
3 Healthcare 4.71%
4 Consumer Discretionary 4.04%
5 Communication Services 3.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$71.3M 4.72%
521,685
+3,612
2
$57.3M 3.79%
151,171
+2,859
3
$41.9M 2.78%
163,270
+525
4
$19.1M 1.26%
69,913
+3,598
5
$16.9M 1.12%
44,773
+2,646
6
$16.5M 1.09%
114,708
+2,517
7
$16.5M 1.09%
161,793
-18,625
8
$16.4M 1.08%
153,936
-8,304
9
$16.3M 1.08%
58,270
-13,322
10
$14.1M 0.93%
138,170
+3,164
11
$13.3M 0.88%
122,340
+18,660
12
$13.2M 0.87%
38,089
-719
13
$11.9M 0.79%
445,283
+164,936
14
$11.4M 0.75%
547,326
-13,380
15
$11M 0.73%
231,516
+64,829
16
$10.2M 0.67%
217,149
-43,615
17
$10.1M 0.67%
69,772
+3,449
18
$10M 0.66%
44,532
-246
19
$9.9M 0.66%
+339,585
20
$9.76M 0.65%
76,759
-52,275
21
$9.72M 0.64%
405,954
-23,998
22
$9.61M 0.64%
87,900
+2,220
23
$9.21M 0.61%
69,843
-40,831
24
$8.68M 0.57%
598,856
+3,156
25
$8.64M 0.57%
76,723
+7,815
1
2 3 4 5