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
$659M
AUM Growth
+$220M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
484
New
Increased
Reduced
Closed

Top Buys

1
+$30.6M
2
+$26M
3
+$11.7M
4
IYY icon
iShares Dow Jones US ETF
IYY
+$10.7M
5
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$10.4M

Top Sells

1
+$1.97M
2
+$1.44M
3
+$1.17M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.02M
5
IYJ icon
iShares US Industrials ETF
IYJ
+$968K

Sector Composition

1 Technology 11.24%
2 Financials 5.58%
3 Consumer Discretionary 4.96%
4 Industrials 4.11%
5 Healthcare 3.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$425K 0.06%
23,965
+2,500
302
$421K 0.06%
8,745
303
$418K 0.06%
+7,010
304
$416K 0.06%
13,526
+1,337
305
$415K 0.06%
3,681
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306
$413K 0.06%
5,666
-52
307
$412K 0.06%
4,672
-173
308
$411K 0.06%
16,485
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309
$410K 0.06%
7,032
+320
310
$406K 0.06%
3,035
311
$406K 0.06%
30,640
+1,315
312
$402K 0.06%
7,255
+3,425
313
$400K 0.06%
7,150
-12
314
$398K 0.06%
3,577
+1,228
315
$391K 0.06%
1,908
316
$388K 0.06%
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317
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6,474
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318
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3,702
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319
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5,542
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320
$379K 0.06%
26,319
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321
$373K 0.06%
15,055
-1,600
322
$373K 0.06%
33,946
-1,803
323
$370K 0.06%
16,546
+140
324
$369K 0.06%
6,904
-15
325
$369K 0.06%
3,241
+70
11 12
13
14 15