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
$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
State Street Technology Select Sector SPDR ETF
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
State Street Energy Select Sector SPDR ETF
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
476
$817K 0.03%
13,209
+438
477
$815K 0.03%
9,390
+3,023
478
$815K 0.03%
9,056
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479
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5,559
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480
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10,532
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481
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16,485
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482
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28,445
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483
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12,108
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484
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485
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486
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487
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11,626
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488
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26,463
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489
$759K 0.03%
40,043
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490
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11,080
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491
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492
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27,749
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494
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64,257
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495
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25,986
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496
$743K 0.03%
37,418
+1,037
497
$741K 0.03%
27,516
-3,505
498
$740K 0.03%
2,864
-2,135
499
$736K 0.03%
16,812
+204
500
$735K 0.03%
10,592
+364
18 19
20
21 22