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
526
$665K 0.03%
+12,792
527
$663K 0.03%
8,040
-2,037
528
$663K 0.03%
+37,260
529
$658K 0.03%
19,419
+790
530
$657K 0.03%
210,500
-94,500
531
$656K 0.03%
8,720
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532
$656K 0.03%
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533
$655K 0.03%
7,380
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534
$651K 0.03%
18,419
-2,521
535
$647K 0.03%
11,789
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536
$646K 0.03%
37,972
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537
$644K 0.03%
6,386
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538
$643K 0.03%
2,270
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539
$642K 0.03%
+101,470
540
$642K 0.03%
10,121
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541
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24,967
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542
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36,886
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543
$638K 0.02%
6,119
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544
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13,528
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545
$638K 0.02%
20,129
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546
$637K 0.02%
10,292
+448
547
$636K 0.02%
39,828
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548
$636K 0.02%
13,264
+4,104
549
$634K 0.02%
19,804
+1,263
550
$633K 0.02%
24,204
-2,042
20 21
22
23 24