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
$439M
AUM Growth
+$44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
440
New
Increased
Reduced
Closed

Top Buys

1
+$3.82M
2
+$1.67M
3
+$1.48M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$1.39M
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$1.38M

Top Sells

1
+$1.36M
2
+$1M
3
+$983K
4
AKAM icon
Akamai
AKAM
+$980K
5
IYE icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$200K 0.05%
19,258
+59
402
$197K 0.04%
16,859
-6,421
403
$191K 0.04%
10,801
-142
404
$185K 0.04%
19,934
+5,958
405
$180K 0.04%
+10,000
406
$178K 0.04%
+13,054
407
$169K 0.04%
16,228
+277
408
$152K 0.03%
14,957
-3,000
409
$141K 0.03%
4,252
410
$132K 0.03%
+11,065
411
$130K 0.03%
10,703
+117
412
$115K 0.03%
+14,436
413
$94K 0.02%
+16,828
414
$69K 0.02%
+12,015
415
$51K 0.01%
8,900
-35,327
416
$44K 0.01%
10,769
+575
417
$6K ﹤0.01%
667
-1,500
418
– –
-124,200
419
– –
-5,657
420
– –
-6,224
421
– –
-5,124
422
– –
-14,485
423
– –
-110,095
424
– –
-10,400
425
– –
-94,750
14 15 16
17
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