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
26
$10M 0.51%
84,267
+7,508
27
$9.66M 0.5%
217,298
-14,218
28
$9.64M 0.5%
188,086
+158,134
29
$9.48M 0.49%
58,010
+10,057
30
$9.27M 0.48%
116,771
+39,643
31
$9.14M 0.47%
42,713
+13,187
32
$9.07M 0.47%
135,924
+75,751
33
$9.06M 0.47%
400,090
-5,864
34
$8.92M 0.46%
223,029
+30,985
35
$8.88M 0.46%
243,235
+185,207
36
$8.61M 0.44%
617,156
+18,300
37
$8.58M 0.44%
82,089
+5,366
38
$8.53M 0.44%
88,715
+815
39
$8.18M 0.42%
123,683
+82,448
40
$8.03M 0.41%
77,263
+4,128
41
$8M 0.41%
87,357
+70,334
42
$7.63M 0.39%
53,563
+44,848
43
$7.52M 0.39%
42,341
+16,946
44
$7.49M 0.39%
79,420
+20,555
45
$7.44M 0.38%
26,966
+6,088
46
$7.43M 0.38%
243,871
+606
47
$7.37M 0.38%
167,517
-1,991
48
$7.36M 0.38%
85,404
+8,472
49
$7.3M 0.38%
54,395
+9,526
50
$7.27M 0.37%
79,625
+65,262
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