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
301
$1.63M 0.06%
48,873
+2,184
302
$1.61M 0.06%
21,996
-1,171
303
$1.61M 0.06%
110,084
-10,403
304
$1.6M 0.06%
102,616
-5,270
305
$1.6M 0.06%
49,219
-3,482
306
$1.6M 0.06%
31,715
+1,339
307
$1.58M 0.06%
125,041
-7,960
308
$1.58M 0.06%
29,849
-39,152
309
$1.58M 0.06%
7,850
+112
310
$1.56M 0.06%
47,126
-1,982
311
$1.56M 0.06%
28,522
+1,009
312
$1.56M 0.06%
29,668
-258
313
$1.54M 0.06%
115,420
-9,230
314
$1.53M 0.06%
43,745
-5,622
315
$1.51M 0.06%
2,693
+760
316
$1.5M 0.06%
66,634
-5,239
317
$1.48M 0.06%
83,559
-1,560
318
$1.47M 0.06%
+54,008
319
$1.46M 0.06%
6,617
-1,814
320
$1.46M 0.06%
121,881
-5,512
321
$1.46M 0.06%
37,624
-852
322
$1.45M 0.06%
74,887
-10,157
323
$1.45M 0.06%
116,510
-8,220
324
$1.45M 0.06%
30,050
-2,840
325
$1.44M 0.06%
15,307
+160
11 12
13
14 15