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
401
$885K 0.05%
52,869
+5,955
402
$884K 0.05%
+17,446
403
$876K 0.05%
31,668
+21,408
404
$872K 0.04%
+27,838
405
$863K 0.04%
19,267
-4
406
$859K 0.04%
40,493
-366
407
$859K 0.04%
2,934
+1,138
408
$857K 0.04%
37,920
+5,366
409
$854K 0.04%
9,735
-87
410
$854K 0.04%
13,747
+1,712
411
$852K 0.04%
29,836
+829
412
$848K 0.04%
40,508
+28,962
413
$847K 0.04%
+264
414
$840K 0.04%
1,657
+197
415
$837K 0.04%
17,155
+2,929
416
$835K 0.04%
+18,250
417
$834K 0.04%
17,930
418
$832K 0.04%
+53,125
419
$825K 0.04%
2,129
+216
420
$825K 0.04%
8,766
+389
421
$819K 0.04%
14,351
+301
422
$816K 0.04%
37,813
+25,475
423
$814K 0.04%
5,483
-1,331
424
$811K 0.04%
+8,928
425
$809K 0.04%
7,955
+1,355
15 16
17
18 19