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
276
$1.83M 0.07%
38,655
+1,807
277
$1.82M 0.07%
74,405
+45,424
278
$1.82M 0.07%
41,042
-4,624
279
$1.81M 0.07%
40,233
+2,719
280
$1.81M 0.07%
+44,252
281
$1.81M 0.07%
4,783
+164
282
$1.78M 0.07%
18,444
-2,066
283
$1.78M 0.07%
5,788
-137
284
$1.76M 0.07%
11,314
-1,454
285
$1.74M 0.07%
35,217
-3,359
286
$1.72M 0.07%
27,125
+8,212
287
$1.72M 0.07%
22,417
-2,145
288
$1.69M 0.07%
2,054
+1,242
289
$1.69M 0.07%
+18,692
290
$1.68M 0.07%
73,199
-13,598
291
$1.68M 0.07%
5,194
-11
292
$1.67M 0.07%
33,828
-217
293
$1.66M 0.06%
89,878
-6,320
294
$1.66M 0.06%
34,590
+1,157
295
$1.65M 0.06%
21,972
+774
296
$1.64M 0.06%
15,352
-1,477
297
$1.64M 0.06%
6,836
-545
298
$1.64M 0.06%
48,992
+1,270
299
$1.64M 0.06%
14,278
-6,887
300
$1.64M 0.06%
25,352
+1,434
10 11
12
13 14