MA

Mutual Advisors Portfolio holdings

AUM $4.66B
1-Year Est. Return 17.21%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.21%
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
+$30M
2
+$21.4M
3
+$11.4M
4
IYY icon
iShares Dow Jones US ETF
IYY
+$10.5M
5
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$10.4M

Top Sells

1
+$1.97M
2
+$1.11M
3
+$1.01M
4
IYJ icon
iShares US Industrials ETF
IYJ
+$942K
5
UIS icon
Unisys
UIS
+$940K

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
476
– –
-38,061
477
– –
-2,991
478
– –
-10,000
479
– –
-14,572
480
– –
-2,809
481
– –
-7,470
482
– –
-4,071
483
– –
-8,900
484
– –
-16,828
16 17 18 19
20