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
601
$540K 0.02%
3,621
-93
602
$538K 0.02%
9,626
+1,165
603
$536K 0.02%
17,910
604
$535K 0.02%
4,739
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605
$533K 0.02%
27,552
-853
606
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5,454
-218
607
$527K 0.02%
39,975
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608
$525K 0.02%
14,930
-1,975
609
$523K 0.02%
16,631
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610
$522K 0.02%
8,224
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611
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4,782
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612
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5,914
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613
$513K 0.02%
23,072
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614
$511K 0.02%
13,021
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615
$507K 0.02%
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$503K 0.02%
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617
$502K 0.02%
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618
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619
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3,450
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620
$500K 0.02%
25,449
-4,982
621
$500K 0.02%
3,363
-2,816
622
$499K 0.02%
8,477
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623
$498K 0.02%
3,803
+717
624
$496K 0.02%
8,684
+500
625
$495K 0.02%
22,175
-2,250
23 24
25
26 27