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
551
$213K 0.02%
+4,986
552
$209K 0.02%
3,363
-3,183
553
$207K 0.02%
5,125
-700
554
$206K 0.02%
3,895
-1,096
555
$206K 0.02%
2,192
-336
556
$204K 0.02%
+3,431
557
$203K 0.02%
+962
558
$202K 0.02%
1,296
-85
559
$201K 0.02%
+16,550
560
$200K 0.02%
+7,547
561
$200K 0.02%
+2,999
562
$200K 0.02%
4,552
-303
563
$200K 0.02%
20,014
-921
564
$196K 0.02%
+78,484
565
$187K 0.02%
+2,956
566
$183K 0.02%
+14,700
567
$181K 0.02%
17,288
+103
568
$179K 0.02%
55,654
+1,158
569
$174K 0.02%
12,105
+50
570
$169K 0.02%
11,341
571
$165K 0.02%
11,298
-91
572
$164K 0.02%
4,352
-427
573
$150K 0.02%
18,700
-181,860
574
$144K 0.02%
11,478
+131
575
$141K 0.02%
1,376
21 22
23
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