MA
Mutual Advisors Portfolio holdings
AUM
$4B
1-Year Return
14.38%
This Quarter Return
+3.05%
1 Year Return
+14.38%
3 Year Return
+52.75%
5 Year Return
+91.66%
10 Year Return
–
AUM
$439M
AUM Growth
+$44M
(+11%)
Cap. Flow
+$35.3M
Cap. Flow
% of AUM
8.04%
Top 10 Holdings %
Top 10 Hldgs %
17.73%
Holding
440
New
52
Increased
212
Reduced
106
Closed
23
Top Buys
Top Sells
| 1 |
CBI
Chicago Bridge & Iron Nv
CBI
|
$1.36M |
| 2 |
GameStop
GME
|
$1M |
| 3 |
ASNA
Ascena Retail Group, Inc.
ASNA
|
$983K |
| 4 |
Akamai
AKAM
|
$980K |
| 5 |
iShares US Energy ETF
IYE
|
$858K |
Sector Composition
| 1 | Technology | 8.25% |
| 2 | Financials | 6.83% |
| 3 | Consumer Discretionary | 6.27% |
| 4 | Industrials | 5.29% |
| 5 | Healthcare | 4.39% |
