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
551
$515K 0.03%
8,159
+3,792
552
$512K 0.03%
11,680
-347
553
$509K 0.03%
25,227
+14,398
554
$508K 0.03%
2,183
+532
555
$506K 0.03%
3,684
+1,396
556
$505K 0.03%
14,475
-31,784
557
$503K 0.03%
29,693
+1,491
558
$502K 0.03%
607
+19
559
$501K 0.03%
6,384
+1,080
560
$500K 0.03%
42,157
-41,273
561
$498K 0.03%
22,887
562
$494K 0.03%
7,266
-2,005
563
$493K 0.03%
+20,977
564
$491K 0.03%
5,824
+2
565
$489K 0.03%
40,812
+196
566
$486K 0.03%
8,863
+27
567
$485K 0.03%
3,613
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568
$484K 0.02%
8,383
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569
$479K 0.02%
12,238
+2,194
570
$478K 0.02%
8,867
+1,087
571
$476K 0.02%
2,634
+135
572
$475K 0.02%
+8,805
573
$474K 0.02%
11,369
+1,658
574
$472K 0.02%
20,402
-3,252
575
$469K 0.02%
6,470
-3,779
21 22
23
24 25