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
501
$621K 0.03%
8,981
+628
502
$616K 0.03%
29,425
503
$615K 0.03%
4,727
+503
504
$615K 0.03%
287
-16
505
$611K 0.03%
13,988
+8,249
506
$611K 0.03%
5,718
+272
507
$609K 0.03%
19,411
-1,316
508
$608K 0.03%
10,899
-17,093
509
$608K 0.03%
7,582
-990
510
$601K 0.03%
+4,456
511
$600K 0.03%
7,445
-322
512
$597K 0.03%
16,706
+4,541
513
$597K 0.03%
23,551
-968
514
$590K 0.03%
27,980
+9,197
515
$590K 0.03%
12,045
-11,176
516
$589K 0.03%
6,299
+673
517
$589K 0.03%
+10,246
518
$586K 0.03%
5,029
+887
519
$579K 0.03%
79,142
-767
520
$575K 0.03%
6,700
+1,010
521
$574K 0.03%
9,232
-651
522
$573K 0.03%
1,996
+338
523
$572K 0.03%
8,912
-70
524
$570K 0.03%
6,958
-436
525
$567K 0.03%
6,626
+52
19 20
21
22 23