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
$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
State Street Technology Select Sector SPDR ETF
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
State Street Energy Select Sector SPDR ETF
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
401
$1.08M 0.04%
5,554
402
$1.08M 0.04%
7,884
-853
403
$1.07M 0.04%
61,900
+25,780
404
$1.07M 0.04%
14,840
+4,639
405
$1.07M 0.04%
422
+139
406
$1.07M 0.04%
105,930
-190
407
$1.06M 0.04%
3,049
-80
408
$1.05M 0.04%
30,814
-1,830
409
$1.04M 0.04%
60,024
-158,943
410
$1.04M 0.04%
6,967
+558
411
$1.03M 0.04%
15,493
+193
412
$1.03M 0.04%
6,224
+64
413
$1.03M 0.04%
11,884
-1,468
414
$1.03M 0.04%
11,524
-748
415
$1.03M 0.04%
+22,494
416
$1.03M 0.04%
25,281
-915
417
$1.02M 0.04%
6,423
-21
418
$1.02M 0.04%
2,023
+122
419
$1.02M 0.04%
54,309
-449
420
$1.01M 0.04%
8,425
+234
421
$1.01M 0.04%
2,192
+45
422
$1M 0.04%
1,967
+809
423
$998K 0.04%
44,226
-19,383
424
$996K 0.04%
20,160
+1,407
425
$988K 0.04%
10,890
+625
15 16
17
18 19