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
$2.44B
AUM Growth
+$202M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,021
New
Increased
Reduced
Closed

Top Buys

1
+$37M
2
+$10.3M
3
+$8.63M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$7.17M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$5.14M

Top Sells

1
+$23.6M
2
+$13.8M
3
+$4.82M
4
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$4.11M
5
SPTI icon
SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$3.97M

Sector Composition

1 Technology 10.29%
2 Financials 6.32%
3 Consumer Discretionary 3.72%
4 Healthcare 3.59%
5 Communication Services 2.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$117M 4.81%
286,525
-57,606
2
$100M 4.11%
607,287
+8,208
3
$82.1M 3.37%
743,121
+335,262
4
$81.7M 3.35%
198,761
+24,966
5
$78.7M 3.23%
793,819
+6,136
6
$56.4M 2.32%
195,727
-1,593
7
$53.4M 2.19%
172,831
+107
8
$27.8M 1.14%
73,804
+1,136
9
$25.1M 1.03%
555,630
-1,110
10
$24.8M 1.02%
161,288
+33,388
11
$24.7M 1.02%
77,115
+22,340
12
$23.2M 0.95%
437,570
+4,979
13
$21.5M 0.88%
234,495
+94,021
14
$20.9M 0.86%
858,588
+179,013
15
$19.1M 0.78%
185,012
+6,739
16
$18.8M 0.77%
177,902
-2,086
17
$17.4M 0.71%
318,711
-39,946
18
$16.6M 0.68%
166,608
-138,676
19
$15.9M 0.65%
78,009
+21,128
20
$15.3M 0.63%
110,438
-3,496
21
$15M 0.62%
144,562
+1,934
22
$12.8M 0.52%
78,378
+2,189
23
$12.4M 0.51%
308,058
-17,817
24
$12.4M 0.51%
248,873
-4,182
25
$11.8M 0.48%
538,599
-11,625
1
2 3 4 5