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
451
$739K 0.04%
23,968
-275
452
$738K 0.04%
25,078
-1,180
453
$733K 0.04%
+3,651
454
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6,732
+2,025
455
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3,039
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457
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$722K 0.04%
8,948
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459
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460
$719K 0.04%
9,453
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461
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3,687
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462
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5,803
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463
$715K 0.04%
94,478
-2,479
464
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24,058
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465
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466
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9,250
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467
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468
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18,359
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469
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20,259
470
$705K 0.04%
15,558
+166
471
$704K 0.04%
29,191
+5,952
472
$699K 0.04%
12,748
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473
$698K 0.04%
13,960
+2,210
474
$693K 0.04%
8,770
+1,712
475
$684K 0.04%
5,054
+111
17 18
19
20 21