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
376
$954K 0.05%
12,671
+1,638
377
$952K 0.05%
4,434
+129
378
$948K 0.05%
4,561
-96
379
$945K 0.05%
575
+50
380
$942K 0.05%
16,811
-887
381
$938K 0.05%
60,963
+35
382
$931K 0.05%
6,901
+720
383
$928K 0.05%
+28,392
384
$928K 0.05%
23,807
+1,288
385
$924K 0.05%
19,671
+960
386
$924K 0.05%
21,215
+416
387
$923K 0.05%
7,584
+844
388
$922K 0.05%
13,514
-941
389
$916K 0.05%
44,648
+5,854
390
$911K 0.05%
+42,189
391
$910K 0.05%
4,365
-19
392
$906K 0.05%
6,367
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393
$904K 0.05%
29,137
+2,737
394
$902K 0.05%
5,520
+1,554
395
$900K 0.05%
+23,315
396
$900K 0.05%
13,509
+1,002
397
$897K 0.05%
4,145
+133
398
$892K 0.05%
11,756
+1,345
399
$890K 0.05%
3,073
-354
400
$886K 0.05%
108,790
+700
14 15
16
17 18