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
576
$139K 0.01%
13,886
+50
577
$139K 0.01%
11,065
578
$137K 0.01%
3,369
-497
579
$130K 0.01%
+10,296
580
$128K 0.01%
+12,132
581
$127K 0.01%
14,434
-37
582
$122K 0.01%
3,381
583
$104K 0.01%
15,407
+4,327
584
$99K 0.01%
16,580
+531
585
$91K 0.01%
11,922
-2,203
586
$90K 0.01%
1,417
+396
587
$65K 0.01%
251
+21
588
$65K 0.01%
+10,067
589
$57K 0.01%
14,314
+2,417
590
$44K ﹤0.01%
10,300
591
$36K ﹤0.01%
623
592
$31K ﹤0.01%
+10,427
593
$22K ﹤0.01%
10,000
594
$11K ﹤0.01%
+10,043
595
$9K ﹤0.01%
52
+1
596
– –
-10,110
597
– –
-2,606
598
– –
-11,717
599
– –
-4,000
600
– –
-17,257
22 23
24
25 26