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
$659M
AUM Growth
+$220M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
484
New
Increased
Reduced
Closed

Top Buys

1
+$30.6M
2
+$26M
3
+$11.7M
4
IYY icon
iShares Dow Jones US ETF
IYY
+$10.7M
5
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$10.4M

Top Sells

1
+$1.97M
2
+$1.44M
3
+$1.17M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.02M
5
IYJ icon
iShares US Industrials ETF
IYJ
+$968K

Sector Composition

1 Technology 11.24%
2 Financials 5.58%
3 Consumer Discretionary 4.96%
4 Industrials 4.11%
5 Healthcare 3.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$723K 0.11%
18,978
+2,049
227
$723K 0.11%
+3,363
228
$722K 0.11%
5,156
-841
229
$708K 0.11%
9,176
-1,077
230
$704K 0.11%
14,303
231
$702K 0.11%
21,501
+49
232
$702K 0.11%
23,790
+805
233
$690K 0.1%
15,491
234
$675K 0.1%
7,673
+972
235
$674K 0.1%
3,043
+122
236
$671K 0.1%
+21,224
237
$669K 0.1%
14,119
+2,929
238
$666K 0.1%
15,925
-310
239
$654K 0.1%
4,195
-48
240
$652K 0.1%
4,089
+90
241
$649K 0.1%
20,510
+9,637
242
$645K 0.1%
14,647
+9,867
243
$645K 0.1%
34,300
244
$641K 0.1%
15,296
+992
245
$641K 0.1%
7,948
+1,040
246
$630K 0.1%
5,693
+793
247
$625K 0.09%
7,808
+31
248
$624K 0.09%
9,198
-22
249
$623K 0.09%
9,669
+2,944
250
$623K 0.09%
5,313
-79
8 9
10
11 12