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
526
$237K 0.03%
+4,554
527
$235K 0.03%
+4,116
528
$234K 0.02%
+2,468
529
$233K 0.02%
+2,255
530
$232K 0.02%
14,175
-1,541
531
$229K 0.02%
15,115
-335
532
$229K 0.02%
7,747
-400
533
$227K 0.02%
+6,625
534
$227K 0.02%
+17,712
535
$227K 0.02%
+9,956
536
$225K 0.02%
+1,254
537
$225K 0.02%
6,284
-96
538
$225K 0.02%
+1,484
539
$224K 0.02%
+15,000
540
$223K 0.02%
+3,845
541
$223K 0.02%
+1,058
542
$222K 0.02%
2,039
-36,811
543
$218K 0.02%
+6,858
544
$218K 0.02%
+2,942
545
$215K 0.02%
2,671
-3,399
546
$215K 0.02%
+2,020
547
$215K 0.02%
+3,444
548
$214K 0.02%
+12,103
549
$214K 0.02%
60,200
550
$213K 0.02%
7,040
20 21
22
23 24