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
426
$808K 0.04%
21,958
+12,999
427
$807K 0.04%
6,638
+89
428
$804K 0.04%
14,493
+452
429
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5,912
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430
$802K 0.04%
7,021
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431
$797K 0.04%
23,491
+7,800
432
$795K 0.04%
+22,619
433
$791K 0.04%
17,831
+36
434
$787K 0.04%
17,261
-2,278
435
$786K 0.04%
+43,213
436
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+29,927
437
$782K 0.04%
22,050
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438
$774K 0.04%
80,147
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439
$771K 0.04%
10,851
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440
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13,081
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441
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18,255
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442
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443
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23,586
-10,178
444
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29,358
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445
$747K 0.04%
10,569
-365
446
$747K 0.04%
27,907
+1,073
447
$743K 0.04%
13,894
+885
448
$742K 0.04%
22,049
+16,149
449
$742K 0.04%
82,586
+6,107
450
$742K 0.04%
15,274
-665
16 17
18
19 20