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
$940M
AUM Growth
+$183M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
629
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$9.81M
3
+$8.84M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$8.24M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$6.34M

Top Sells

1
+$5.18M
2
+$4.37M
3
+$4.23M
4
XAR icon
State Street SPDR S&P Aerospace & Defense ETF
XAR
+$4.01M
5
IAU icon
iShares Gold Trust
IAU
+$3.74M

Sector Composition

1 Technology 8.36%
2 Financials 4.97%
3 Consumer Discretionary 4.5%
4 Healthcare 3.94%
5 Industrials 3.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$606K 0.06%
4,106
+6
302
$606K 0.06%
14,298
-5
303
$606K 0.06%
11,755
-4,056
304
$605K 0.06%
4,443
+1,560
305
$604K 0.06%
7,120
+156
306
$602K 0.06%
20,236
+9,561
307
$600K 0.06%
10,435
+744
308
$598K 0.06%
10,019
+884
309
$598K 0.06%
11,215
+3,081
310
$590K 0.06%
5,410
-3,544
311
$589K 0.06%
6,455
+509
312
$588K 0.06%
25,785
+3,104
313
$581K 0.06%
24,158
-2,205
314
$580K 0.06%
19,875
-600
315
$580K 0.06%
115,360
316
$579K 0.06%
6,589
+1,214
317
$577K 0.06%
40,902
+534
318
$575K 0.06%
13,701
-927
319
$572K 0.06%
19,541
-206
320
$572K 0.06%
10,485
+2,456
321
$568K 0.06%
+53,843
322
$567K 0.06%
22,649
+6,796
323
$566K 0.06%
6,550
-508
324
$561K 0.06%
4,944
+206
325
$560K 0.06%
21,748
-1,875
11 12
13
14 15