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
551
$632K 0.02%
205
-140
552
$632K 0.02%
7,999
-9,369
553
$631K 0.02%
15,117
+578
554
$630K 0.02%
7,745
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555
$630K 0.02%
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556
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65,150
-51,492
557
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30,346
-5,878
558
$627K 0.02%
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559
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11,580
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560
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561
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8,337
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562
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74,892
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563
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2,739
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564
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8,709
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565
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567
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568
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17,551
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8,932
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570
$605K 0.02%
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$604K 0.02%
9,714
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572
$603K 0.02%
2,290
-152
573
$599K 0.02%
+10,715
574
$598K 0.02%
11,075
+10
575
$598K 0.02%
2,596
-78
21 22
23
24 25