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
351
$1.33M 0.05%
41,790
-3,464
352
$1.33M 0.05%
39,203
+1,513
353
$1.33M 0.05%
4,645
+18
354
$1.32M 0.05%
11,047
-3,454
355
$1.31M 0.05%
23,129
+3,915
356
$1.29M 0.05%
4,727
+80
357
$1.29M 0.05%
22,021
-5,047
358
$1.28M 0.05%
51,420
-6,510
359
$1.27M 0.05%
14,382
-14,361
360
$1.27M 0.05%
25,239
-813
361
$1.26M 0.05%
14,130
+91
362
$1.26M 0.05%
39,034
-600
363
$1.25M 0.05%
85,256
-3,070
364
$1.23M 0.05%
30,775
-28,730
365
$1.23M 0.05%
18,309
-1,764
366
$1.22M 0.05%
4,985
+112
367
$1.22M 0.05%
26,304
-173
368
$1.22M 0.05%
133,375
-6,330
369
$1.22M 0.05%
43,654
+1,257
370
$1.21M 0.05%
15,959
-420
371
$1.21M 0.05%
62,537
+107
372
$1.18M 0.05%
44,320
-3,580
373
$1.17M 0.05%
15,762
+4,770
374
$1.17M 0.05%
6,315
-95
375
$1.16M 0.05%
15,439
+192
13 14
15
16 17