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
$940M
AUM Growth
+$183M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
629
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$9.81M
3
+$8.84M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$8.24M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$6.34M

Top Sells

1
+$5.18M
2
+$4.37M
3
+$4.23M
4
XAR icon
State Street SPDR S&P Aerospace & Defense ETF
XAR
+$4.01M
5
IAU icon
iShares Gold Trust
IAU
+$3.74M

Sector Composition

1 Technology 8.36%
2 Financials 4.97%
3 Consumer Discretionary 4.5%
4 Healthcare 3.94%
5 Industrials 3.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.42M 0.68%
208,421
+169,240
27
$6.34M 0.67%
67,623
-4,288
28
$6.33M 0.67%
167,365
+19,718
29
$6.27M 0.67%
130,711
+8,999
30
$6.01M 0.64%
231,767
+33,602
31
$5.65M 0.6%
27,518
+4,896
32
$5.35M 0.57%
67,495
+9,198
33
$5.29M 0.56%
96,494
+28,387
34
$5.27M 0.56%
263,187
+55,839
35
$5.06M 0.54%
34,988
+2,756
36
$4.95M 0.53%
65,890
-854
37
$4.85M 0.52%
69,871
+28,430
38
$4.82M 0.51%
14,789
+1,034
39
$4.8M 0.51%
32,903
+3,540
40
$4.79M 0.51%
14,865
+731
41
$4.49M 0.48%
73,094
+12,008
42
$4.44M 0.47%
150,297
+5,294
43
$4.41M 0.47%
35,276
+3,319
44
$4.34M 0.46%
162,452
+38,738
45
$4.23M 0.45%
30,374
+2,569
46
$4.17M 0.44%
14,617
-2,513
47
$3.94M 0.42%
32,668
-86
48
$3.89M 0.41%
124,074
+85,604
49
$3.88M 0.41%
58,000
+12,180
50
$3.87M 0.41%
192,561
-4,883
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