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
426
$980K 0.04%
6,916
+67
427
$979K 0.04%
32,340
-2,221
428
$979K 0.04%
2,360
-113
429
$979K 0.04%
48,190
-450
430
$969K 0.04%
6,999
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431
$968K 0.04%
69,005
+1,668
432
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2,215
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433
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8,593
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434
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36,762
-1,824
435
$961K 0.04%
27,598
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436
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22,440
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437
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9,143
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438
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64,145
-35,632
439
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25,068
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440
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441
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29,601
442
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37,443
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443
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19,973
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444
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22,318
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445
$920K 0.04%
6,883
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446
$917K 0.04%
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-993
447
$912K 0.04%
7,147
+524
448
$907K 0.04%
715
+184
449
$904K 0.04%
11,513
+3,807
450
$899K 0.04%
33,225
+24,751
16 17
18
19 20