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
$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
Technology Select Sector SPDR Fund
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
Energy Select Sector SPDR Fund
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
26
$14.6M 0.57%
335,860
+5,800
27
$14.5M 0.57%
110,287
+12,471
28
$14.5M 0.57%
289,646
+33,406
29
$14.5M 0.56%
369,274
+30,590
30
$13.2M 0.52%
91,261
+232
31
$13.1M 0.51%
77,727
+214
32
$11.8M 0.46%
39,367
-2,743
33
$11.4M 0.44%
54,571
+27,633
34
$11.1M 0.43%
514,860
-8,139
35
$11.1M 0.43%
333,287
+129,147
36
$11M 0.43%
603,200
-2,940
37
$10.9M 0.43%
251,077
+64,361
38
$10.6M 0.41%
38,805
-1,275
39
$10.5M 0.41%
67,152
-5,337
40
$9.94M 0.39%
39,742
+1,756
41
$9.89M 0.39%
42,978
-1,375
42
$9.33M 0.36%
173,480
+1,824
43
$9.31M 0.36%
18,257
+258
44
$9.23M 0.36%
18,302
+1,461
45
$9.22M 0.36%
210,823
-19,951
46
$9.2M 0.36%
183,134
+12,991
47
$9.05M 0.35%
409,240
-32,328
48
$8.83M 0.34%
85,794
-964
49
$8.6M 0.34%
28,470
-518
50
$8.6M 0.34%
312,415
-91,738
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