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
501
$735K 0.03%
9,770
+4,322
502
$735K 0.03%
12,705
+1,103
503
$733K 0.03%
19,827
+927
504
$731K 0.03%
21,397
+1,138
505
$731K 0.03%
48,065
+3,288
506
$725K 0.03%
6,488
-1,386
507
$717K 0.03%
5,835
+1,554
508
$716K 0.03%
40,318
+692
509
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2,890
-231
510
$713K 0.03%
25,568
-1,092
511
$712K 0.03%
17,429
-2,818
512
$712K 0.03%
28,339
+41
513
$711K 0.03%
20,049
+1,153
514
$709K 0.03%
7,766
+300
515
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5,293
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516
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13,605
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517
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10,288
+5,456
518
$689K 0.03%
28,918
+3,733
519
$688K 0.03%
30,597
-4,910
520
$683K 0.03%
19,487
-708
521
$679K 0.03%
5,610
+41
522
$678K 0.03%
151,070
+24,810
523
$672K 0.03%
9,923
+1,430
524
$669K 0.03%
4,774
+252
525
$668K 0.03%
9,963
-49,820
19 20
21
22 23