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
$940M
AUM Growth
+$183M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
629
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$9.81M
3
+$8.84M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$8.24M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$6.34M

Top Sells

1
+$5.18M
2
+$4.37M
3
+$4.23M
4
XAR icon
State Street SPDR S&P Aerospace & Defense ETF
XAR
+$4.01M
5
IAU icon
iShares Gold Trust
IAU
+$3.74M

Sector Composition

1 Technology 8.36%
2 Financials 4.97%
3 Consumer Discretionary 4.5%
4 Healthcare 3.94%
5 Industrials 3.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$397K 0.04%
6,262
-450
402
$393K 0.04%
1,671
+663
403
$393K 0.04%
19,919
-1,519
404
$391K 0.04%
1,927
+190
405
$389K 0.04%
7,821
+352
406
$387K 0.04%
+7,060
407
$387K 0.04%
27,666
408
$387K 0.04%
5,110
-120
409
$387K 0.04%
14,760
+233
410
$384K 0.04%
1,804
-27
411
$383K 0.04%
+10,100
412
$383K 0.04%
3,800
-4,434
413
$383K 0.04%
3,364
+49
414
$379K 0.04%
3,730
-25
415
$375K 0.04%
7,246
+1,640
416
$373K 0.04%
3,034
+133
417
$371K 0.04%
9,728
-34
418
$370K 0.04%
1,952
+861
419
$366K 0.04%
+16,120
420
$365K 0.04%
4,511
+50
421
$362K 0.04%
4,534
+14
422
$361K 0.04%
4,670
423
$361K 0.04%
16,154
+580
424
$359K 0.04%
17,410
+1,847
425
$359K 0.04%
24,545
-1,955
15 16
17
18 19