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
376
$1.16M 0.05%
171,160
-11,530
377
$1.16M 0.05%
27,179
+17,676
378
$1.16M 0.05%
20,279
+1,175
379
$1.16M 0.05%
23,299
-5,810
380
$1.15M 0.05%
20,189
+1,364
381
$1.15M 0.04%
11,274
-1,197
382
$1.15M 0.04%
11,456
+1,478
383
$1.15M 0.04%
+3,324
384
$1.15M 0.04%
27,923
-6,232
385
$1.14M 0.04%
4,982
+108
386
$1.14M 0.04%
24,032
+4,321
387
$1.14M 0.04%
21,270
-1,808
388
$1.13M 0.04%
61,634
-4,686
389
$1.13M 0.04%
23,840
-2,922
390
$1.12M 0.04%
15,030
-93
391
$1.11M 0.04%
12,065
-271
392
$1.11M 0.04%
7,939
-114
393
$1.11M 0.04%
33,348
+5,306
394
$1.11M 0.04%
143,226
+75
395
$1.1M 0.04%
46,833
+415
396
$1.1M 0.04%
23,592
+194
397
$1.09M 0.04%
35,581
+862
398
$1.09M 0.04%
+37,500
399
$1.09M 0.04%
43,430
+3,520
400
$1.09M 0.04%
36,010
-1,720
14 15
16
17 18