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
501
$256K 0.03%
4,436
-97
502
$253K 0.03%
4,338
+327
503
$253K 0.03%
+2,278
504
$252K 0.03%
+9,729
505
$252K 0.03%
+5,221
506
$252K 0.03%
+1,176
507
$251K 0.03%
+1,706
508
$251K 0.03%
5,436
+252
509
$249K 0.03%
1,389
-319
510
$248K 0.03%
+660
511
$248K 0.03%
3,924
512
$248K 0.03%
+12,530
513
$247K 0.03%
9,046
-18
514
$247K 0.03%
+3,750
515
$245K 0.03%
11,465
-20
516
$243K 0.03%
+483
517
$243K 0.03%
+3,798
518
$243K 0.03%
20,700
-4,350
519
$242K 0.03%
+1,105
520
$241K 0.03%
22,149
+332
521
$240K 0.03%
9,670
+541
522
$240K 0.03%
+4,110
523
$239K 0.03%
+1,572
524
$238K 0.03%
12,592
-1,206
525
$237K 0.03%
12,731
+1,183
19 20
21
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