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
276
$1.42M 0.07%
128,129
+5,946
277
$1.42M 0.07%
27,200
+17,636
278
$1.41M 0.07%
33,808
+12,503
279
$1.41M 0.07%
12,535
-706
280
$1.4M 0.07%
66,908
+358
281
$1.39M 0.07%
29,097
+10,661
282
$1.39M 0.07%
25,919
-833
283
$1.39M 0.07%
29,981
+5,217
284
$1.38M 0.07%
37,281
+54
285
$1.37M 0.07%
30,433
-689
286
$1.37M 0.07%
20,692
+2,689
287
$1.36M 0.07%
41,641
+723
288
$1.36M 0.07%
48,379
+579
289
$1.35M 0.07%
48,721
+29,010
290
$1.35M 0.07%
45,395
-25,064
291
$1.35M 0.07%
4,757
+378
292
$1.35M 0.07%
34,455
+16,287
293
$1.35M 0.07%
12,848
+2,514
294
$1.34M 0.07%
113,380
+61,330
295
$1.33M 0.07%
35,340
+2,234
296
$1.33M 0.07%
49,040
+26,040
297
$1.33M 0.07%
14,805
+6,470
298
$1.32M 0.07%
17,678
+772
299
$1.32M 0.07%
28,274
+1,323
300
$1.32M 0.07%
45,782
+7,933
10 11
12
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