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
$659M
AUM Growth
+$220M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
484
New
Increased
Reduced
Closed

Top Buys

1
+$30.6M
2
+$26M
3
+$11.7M
4
IYY icon
iShares Dow Jones US ETF
IYY
+$10.7M
5
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$10.4M

Top Sells

1
+$1.97M
2
+$1.44M
3
+$1.17M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.02M
5
IYJ icon
iShares US Industrials ETF
IYJ
+$968K

Sector Composition

1 Technology 11.24%
2 Financials 5.58%
3 Consumer Discretionary 4.96%
4 Industrials 4.11%
5 Healthcare 3.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$222K 0.03%
1,464
-45
427
$217K 0.03%
12,870
428
$217K 0.03%
18,574
429
$215K 0.03%
10,000
430
$215K 0.03%
7,509
431
$214K 0.03%
935
-500
432
$214K 0.03%
3,152
+215
433
$212K 0.03%
4,443
434
$211K 0.03%
+3,924
435
$211K 0.03%
+2,967
436
$211K 0.03%
+8,693
437
$210K 0.03%
9,154
438
$208K 0.03%
+3,272
439
$206K 0.03%
+2,276
440
$205K 0.03%
+4,939
441
$205K 0.03%
+8,089
442
$205K 0.03%
7,443
+19
443
$204K 0.03%
11,371
+570
444
$204K 0.03%
+2,576
445
$204K 0.03%
+1,557
446
$203K 0.03%
+4,733
447
$203K 0.03%
4,450
-395
448
$202K 0.03%
5,000
449
$201K 0.03%
+2,782
450
$201K 0.03%
+2,874
16 17
18
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