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
326
$1.44M 0.06%
9,418
+93
327
$1.43M 0.06%
29,551
-1,461
328
$1.43M 0.06%
19,430
+1,839
329
$1.43M 0.06%
139,786
-1,519
330
$1.43M 0.06%
11,687
-12,579
331
$1.43M 0.06%
5,388
-309
332
$1.43M 0.06%
33,205
+14,737
333
$1.42M 0.06%
57,467
+17,125
334
$1.42M 0.06%
11,333
-860
335
$1.42M 0.06%
20,857
+55
336
$1.41M 0.06%
56,975
-101,967
337
$1.41M 0.06%
19,780
+8,442
338
$1.41M 0.06%
132,652
-10,953
339
$1.41M 0.06%
41,604
-300
340
$1.4M 0.05%
14,401
-159
341
$1.4M 0.05%
64,226
-9,316
342
$1.39M 0.05%
17,801
-17,227
343
$1.39M 0.05%
76,837
-7,169
344
$1.38M 0.05%
38,828
345
$1.37M 0.05%
62,736
+5,656
346
$1.36M 0.05%
6,199
-2,293
347
$1.36M 0.05%
14,386
+111
348
$1.36M 0.05%
28,747
+9,916
349
$1.34M 0.05%
33,874
+5,352
350
$1.34M 0.05%
18,308
-344
12 13
14
15 16