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
526
$562K 0.03%
11,665
+1,199
527
$558K 0.03%
22,671
-11,593
528
$557K 0.03%
16,690
+9,531
529
$556K 0.03%
+22,634
530
$551K 0.03%
9,734
-116
531
$551K 0.03%
6,358
532
$550K 0.03%
12,372
+704
533
$546K 0.03%
20,497
+748
534
$546K 0.03%
793
+82
535
$546K 0.03%
8,537
+1,086
536
$544K 0.03%
7,576
-3,157
537
$543K 0.03%
6,688
-325
538
$538K 0.03%
12,545
+688
539
$536K 0.03%
7,523
-430
540
$536K 0.03%
96,942
-6,900
541
$533K 0.03%
+7,734
542
$531K 0.03%
9,203
+1,343
543
$531K 0.03%
13,851
+3,629
544
$527K 0.03%
40,000
545
$523K 0.03%
63,415
+1,656
546
$523K 0.03%
5,146
+1,556
547
$522K 0.03%
7,729
+479
548
$521K 0.03%
8,288
+3,278
549
$519K 0.03%
26,779
-1,607
550
$515K 0.03%
10,077
+1,139
20 21
22
23 24