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
326
$363K 0.06%
28,919
+6
327
$362K 0.06%
4,780
328
$360K 0.05%
+7,503
329
$354K 0.05%
8,122
+1,723
330
$352K 0.05%
5,336
+1,260
331
$352K 0.05%
4,289
332
$350K 0.05%
15,113
-56
333
$349K 0.05%
16,973
334
$349K 0.05%
31,700
335
$348K 0.05%
3,443
+210
336
$344K 0.05%
3,054
+739
337
$339K 0.05%
+11,880
338
$338K 0.05%
2,327
-430
339
$337K 0.05%
2,416
+197
340
$335K 0.05%
36,225
-2,014
341
$335K 0.05%
4,957
+460
342
$335K 0.05%
3,949
-9,030
343
$334K 0.05%
1,853
344
$333K 0.05%
8,776
+8
345
$332K 0.05%
6,783
-90
346
$332K 0.05%
1,637
-22
347
$331K 0.05%
1,485
+245
348
$331K 0.05%
3,758
+203
349
$328K 0.05%
15,670
+1,020
350
$327K 0.05%
4,890
+941
12 13
14
15 16