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
576
$467K 0.02%
2,120
+151
577
$465K 0.02%
12,189
+2,335
578
$464K 0.02%
5,185
+1,001
579
$462K 0.02%
6,901
-725
580
$461K 0.02%
5,330
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581
$461K 0.02%
10,922
+1,678
582
$458K 0.02%
2,516
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583
$455K 0.02%
11,018
-1,131
584
$454K 0.02%
8,936
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585
$453K 0.02%
13,782
+789
586
$451K 0.02%
+10,242
587
$450K 0.02%
6,266
-322
588
$448K 0.02%
+2,415
589
$447K 0.02%
29,315
-615
590
$445K 0.02%
5,432
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591
$445K 0.02%
16,720
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592
$444K 0.02%
5,301
-45
593
$442K 0.02%
2,535
+96
594
$441K 0.02%
4,595
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595
$440K 0.02%
6,103
+135
596
$440K 0.02%
7,157
+100
597
$440K 0.02%
2,945
+688
598
$438K 0.02%
15,240
+363
599
$437K 0.02%
37,974
-648
600
$436K 0.02%
15,246
22 23
24
25 26