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
251
$1.94M 0.08%
39,752
+1,767
252
$1.93M 0.08%
419,669
-28,487
253
$1.93M 0.08%
33,827
-2,967
254
$1.92M 0.07%
114,547
-186,637
255
$1.92M 0.07%
39,657
+4,017
256
$1.92M 0.07%
2,964
-73
257
$1.91M 0.07%
4,337
-1,918
258
$1.91M 0.07%
49,277
+443
259
$1.9M 0.07%
+86,772
260
$1.9M 0.07%
51,894
-3,024
261
$1.89M 0.07%
31,879
+9,169
262
$1.88M 0.07%
19,264
+13
263
$1.88M 0.07%
42,058
+18,251
264
$1.88M 0.07%
37,642
+14,608
265
$1.87M 0.07%
56,861
-5,839
266
$1.87M 0.07%
53,768
-4,850
267
$1.87M 0.07%
63,714
-3,636
268
$1.86M 0.07%
44,834
+13,596
269
$1.85M 0.07%
73,438
-23,946
270
$1.84M 0.07%
10,076
-310
271
$1.83M 0.07%
11,732
+112
272
$1.83M 0.07%
180,477
-7,439
273
$1.83M 0.07%
4,621
-528
274
$1.83M 0.07%
95,586
-7,421
275
$1.83M 0.07%
7,771
-37
9 10
11
12 13