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
$1.94B
AUM Growth
+$433M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
937
New
Increased
Reduced
Closed

Top Buys

1
+$108M
2
+$63.4M
3
+$36.1M
4
FPE icon
First Trust Preferred Securities and Income ETF
FPE
+$22.5M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$15.2M

Top Sells

1
+$16.3M
2
+$6.5M
3
+$3.49M
4
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$2.53M
5
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$1.74M

Sector Composition

1 Technology 9.83%
2 Financials 5.09%
3 Consumer Discretionary 4.18%
4 Healthcare 3.94%
5 Communication Services 2.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$1.04M 0.05%
35,176
-250
352
$1.04M 0.05%
30,350
+18,850
353
$1.04M 0.05%
124,760
+62,760
354
$1.03M 0.05%
18,102
+573
355
$1.03M 0.05%
4,609
+3,452
356
$1.03M 0.05%
5,073
+34
357
$1.03M 0.05%
20,403
+10,738
358
$1.02M 0.05%
35,851
-404
359
$1.02M 0.05%
46,751
+25,231
360
$1.02M 0.05%
36,560
+18,280
361
$1.01M 0.05%
25,150
+1,573
362
$1.01M 0.05%
88,280
+57,580
363
$988K 0.05%
50,025
-1,000
364
$985K 0.05%
22,415
+766
365
$980K 0.05%
6,029
-110
366
$976K 0.05%
16,281
+2,391
367
$971K 0.05%
50,822
+1,125
368
$969K 0.05%
3,844
+45
369
$968K 0.05%
12,030
+1,697
370
$967K 0.05%
7,370
-3,486
371
$965K 0.05%
6,726
+1,555
372
$965K 0.05%
10,023
+39
373
$962K 0.05%
35,700
+610
374
$959K 0.05%
41,130
+22,530
375
$957K 0.05%
38,391
+2,638
13 14
15
16 17