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
$2.56B
AUM Growth
-$70.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,069
New
Increased
Reduced
Closed

Top Buys

1
+$30.2M
2
+$12M
3
+$10.6M
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$7.77M
5
EWU icon
iShares MSCI United Kingdom ETF
EWU
+$6.35M

Top Sells

1
+$25.4M
2
+$9.76M
3
+$6.08M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$5.33M
5
EWI icon
iShares MSCI Italy ETF
EWI
+$4.52M

Sector Composition

1 Technology 10.8%
2 Financials 6.26%
3 Consumer Discretionary 3.68%
4 Healthcare 3.31%
5 Communication Services 2.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.16M 0.08%
10,625
-121
227
$2.14M 0.08%
+28,633
228
$2.14M 0.08%
22,353
-125
229
$2.13M 0.08%
27,351
-2,858
230
$2.12M 0.08%
35,299
+4,586
231
$2.11M 0.08%
56,218
+26,328
232
$2.1M 0.08%
50,491
-18
233
$2.09M 0.08%
28,935
-3,414
234
$2.05M 0.08%
39,641
+192
235
$2.05M 0.08%
100,848
-61
236
$2.05M 0.08%
26,980
+417
237
$2.04M 0.08%
27,204
+1,064
238
$2.02M 0.08%
121,819
+909
239
$2M 0.08%
40,524
+29,478
240
$1.99M 0.08%
7,650
-412
241
$1.98M 0.08%
60,026
-27,347
242
$1.98M 0.08%
16,388
+1,522
243
$1.97M 0.08%
24,100
+7,878
244
$1.96M 0.08%
49,968
+39,840
245
$1.95M 0.08%
26,344
+6,304
246
$1.95M 0.08%
193,085
-14,670
247
$1.95M 0.08%
44,080
-930
248
$1.95M 0.08%
104,713
+2,784
249
$1.95M 0.08%
110,239
+21,524
250
$1.94M 0.08%
54,088
-3,798
8 9
10
11 12