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
$1.94B
AUM Growth
+$433M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
937
New
Increased
Reduced
Closed

Top Buys

1
+$108M
2
+$63.4M
3
+$36.1M
4
FPE icon
First Trust Preferred Securities and Income ETF
FPE
+$22.5M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$15.2M

Top Sells

1
+$16.3M
2
+$6.5M
3
+$3.49M
4
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$2.53M
5
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$1.74M

Sector Composition

1 Technology 9.83%
2 Financials 5.09%
3 Consumer Discretionary 4.18%
4 Healthcare 3.94%
5 Communication Services 2.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.68M 0.09%
36,547
+9,563
227
$1.68M 0.09%
10,882
+1,740
228
$1.68M 0.09%
8,625
+2,103
229
$1.66M 0.09%
64,429
-19,246
230
$1.65M 0.09%
5,640
-254
231
$1.65M 0.08%
130,060
+63,030
232
$1.65M 0.08%
105,299
+50,241
233
$1.64M 0.08%
22,437
+6,886
234
$1.64M 0.08%
66,982
+32,550
235
$1.62M 0.08%
39,439
-569
236
$1.62M 0.08%
37,970
+3,624
237
$1.61M 0.08%
33,508
+610
238
$1.6M 0.08%
36,600
+7,070
239
$1.59M 0.08%
48,517
+137
240
$1.59M 0.08%
23,399
-174
241
$1.59M 0.08%
25,773
+2,304
242
$1.58M 0.08%
15,431
+1,322
243
$1.58M 0.08%
18,829
-2,478
244
$1.57M 0.08%
32,218
+5,684
245
$1.57M 0.08%
25,217
+4,114
246
$1.57M 0.08%
16,998
+4,497
247
$1.56M 0.08%
51,886
+4,000
248
$1.55M 0.08%
30,914
+13,054
249
$1.54M 0.08%
68,170
+22,460
250
$1.54M 0.08%
96,593
+7,897
8 9
10
11 12