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
$757M
AUM Growth
-$12.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
614
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$6.3M
3
+$4.93M
4
XAR icon
State Street SPDR S&P Aerospace & Defense ETF
XAR
+$4.15M
5
FREL icon
Fidelity MSCI Real Estate Index ETF
FREL
+$4.06M

Top Sells

1
+$35.4M
2
+$3.87M
3
+$2.69M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$2.4M
5
SPTL icon
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
+$2.02M

Sector Composition

1 Technology 7.74%
2 Financials 5.32%
3 Consumer Discretionary 4.83%
4 Healthcare 3.58%
5 Industrials 3.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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602
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603
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604
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605
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606
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607
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608
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609
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610
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611
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-25,257
612
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-79,005
613
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-121,297
614
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-6,500
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