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
26
$4.18M 0.63%
41,434
+6,080
27
$3.92M 0.59%
82,827
+4,055
28
$3.77M 0.57%
10,128
+829
29
$3.75M 0.57%
12,915
+4,001
30
$3.69M 0.56%
31,885
+2,663
31
$3.44M 0.52%
33,802
+12,465
32
$3.39M 0.51%
20,613
+1,121
33
$3.38M 0.51%
56,001
+8,284
34
$3.36M 0.51%
288,026
-2,358
35
$3.32M 0.5%
24,030
+3,161
36
$3.25M 0.49%
27,753
+6,122
37
$3.18M 0.48%
38,072
+8,494
38
$3.17M 0.48%
25,886
+4,086
39
$3.06M 0.46%
50,720
+3,764
40
$3M 0.46%
34,433
+7,150
41
$2.82M 0.43%
98,139
+10,273
42
$2.7M 0.41%
16,009
+11,846
43
$2.7M 0.41%
82,267
+10,679
44
$2.69M 0.41%
66,810
+18,655
45
$2.68M 0.41%
140,351
+8,397
46
$2.67M 0.41%
41,747
-15,843
47
$2.67M 0.41%
23,648
+4,927
48
$2.66M 0.4%
105,024
+7,823
49
$2.63M 0.4%
54,308
+4,692
50
$2.61M 0.4%
63,053
-570
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