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
476
$683K 0.04%
25,380
+1,280
477
$681K 0.04%
1,149
-372
478
$677K 0.03%
60,464
+9,187
479
$677K 0.03%
3,228
+267
480
$677K 0.03%
29,125
-1,153
481
$677K 0.03%
8,696
-732
482
$677K 0.03%
14,260
+450
483
$676K 0.03%
34,023
+1,821
484
$674K 0.03%
37,292
+783
485
$667K 0.03%
6,346
-887
486
$664K 0.03%
3,911
-683
487
$664K 0.03%
19,928
+3,779
488
$659K 0.03%
48,847
+3,457
489
$655K 0.03%
+32,061
490
$655K 0.03%
+13,526
491
$651K 0.03%
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+17
492
$650K 0.03%
31,204
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493
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26,875
+5,418
494
$638K 0.03%
18,512
+9,355
495
$637K 0.03%
18,169
+9
496
$632K 0.03%
28,034
+4,029
497
$629K 0.03%
57,010
-2,306
498
$629K 0.03%
21,515
+13,922
499
$624K 0.03%
56,844
+33,730
500
$622K 0.03%
22,840
+16,207
18 19
20
21 22