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
476
$282K 0.03%
10,213
-1,185
477
$281K 0.03%
+18,999
478
$280K 0.03%
2,861
-242
479
$280K 0.03%
+992
480
$278K 0.03%
4,300
481
$276K 0.03%
12,750
+2,750
482
$275K 0.03%
4,370
-894
483
$274K 0.03%
6,515
+35
484
$273K 0.03%
7,820
+190
485
$271K 0.03%
4,823
-78
486
$270K 0.03%
2,453
-3,183
487
$269K 0.03%
13,257
+1,840
488
$269K 0.03%
3,324
+606
489
$269K 0.03%
6,393
-313
490
$266K 0.03%
6,447
-427
491
$265K 0.03%
3,014
492
$265K 0.03%
7,046
-584
493
$265K 0.03%
+28,878
494
$265K 0.03%
+10,260
495
$264K 0.03%
+5,692
496
$263K 0.03%
+7,857
497
$261K 0.03%
2,079
+342
498
$261K 0.03%
+2,506
499
$257K 0.03%
1,918
+76
500
$256K 0.03%
8,330
-3,125
18 19
20
21 22