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
576
$597K 0.02%
8,615
+351
577
$590K 0.02%
41,955
-2,983
578
$590K 0.02%
36,860
+2,032
579
$590K 0.02%
24,357
+14,500
580
$580K 0.02%
4,577
+145
581
$579K 0.02%
21,375
-3,151
582
$577K 0.02%
+1,780
583
$574K 0.02%
20,264
+1,956
584
$571K 0.02%
+117,970
585
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5,003
-251
586
$564K 0.02%
1,973
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587
$559K 0.02%
5,463
-26
588
$558K 0.02%
14,521
-293
589
$556K 0.02%
9,984
-461
590
$556K 0.02%
3,195
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591
$555K 0.02%
14,629
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592
$554K 0.02%
4,903
-1,008
593
$553K 0.02%
28,075
+97
594
$553K 0.02%
3,961
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595
$552K 0.02%
5,608
-27,717
596
$552K 0.02%
+7,063
597
$549K 0.02%
8,915
-37
598
$546K 0.02%
3,610
+628
599
$544K 0.02%
4,571
+433
600
$541K 0.02%
3,233
+43
22 23
24
25 26