MA

Mutual Advisors Portfolio holdings

AUM $4.54B
1-Year Est. Return 15.69%
This Quarter Est. Return
1 Year Est. Return
+15.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$940M
AUM Growth
+$183M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
629
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$9.81M
3
+$8.84M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$8.24M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$6.34M

Top Sells

1
+$5.18M
2
+$4.37M
3
+$4.23M
4
XAR icon
State Street SPDR S&P Aerospace & Defense ETF
XAR
+$4.01M
5
IAU icon
iShares Gold Trust
IAU
+$3.74M

Sector Composition

1 Technology 8.36%
2 Financials 4.97%
3 Consumer Discretionary 4.5%
4 Healthcare 3.94%
5 Industrials 3.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.02M 0.11%
7,159
-426
227
$1.01M 0.11%
19,883
+9,440
228
$1.01M 0.11%
8,117
-73
229
$1M 0.11%
6,951
-8,659
230
$1M 0.11%
33,187
-2,343
231
$1M 0.11%
16,658
-20,655
232
$997K 0.11%
13,074
-662
233
$994K 0.11%
11,806
+1,154
234
$988K 0.11%
10,479
+2,810
235
$983K 0.1%
8,856
-1,020
236
$981K 0.1%
5,542
+898
237
$968K 0.1%
5,352
-624
238
$966K 0.1%
8,927
+508
239
$949K 0.1%
62,612
-1,985
240
$943K 0.1%
29,356
-1,269
241
$940K 0.1%
12,466
+49
242
$933K 0.1%
4,059
-3,247
243
$920K 0.1%
+58,440
244
$917K 0.1%
83,343
-10,442
245
$909K 0.1%
39,015
-2,431
246
$903K 0.1%
15,237
+2,000
247
$901K 0.1%
108,950
+33,690
248
$896K 0.1%
5,255
-1,138
249
$893K 0.1%
5,389
-738
250
$870K 0.09%
13,478
+3,435
8 9
10
11 12