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
651
$369K 0.02%
1,188
+100
652
$369K 0.02%
+6,379
653
$367K 0.02%
12,101
654
$367K 0.02%
22,662
+3,805
655
$364K 0.02%
32,027
-7,905
656
$362K 0.02%
18,003
+7,236
657
$361K 0.02%
44,377
+3,807
658
$357K 0.02%
1,050
-189
659
$356K 0.02%
2,400
660
$356K 0.02%
+4,866
661
$355K 0.02%
21,511
-9,831
662
$354K 0.02%
730
+57
663
$351K 0.02%
1,715
+110
664
$351K 0.02%
19,261
+3,397
665
$351K 0.02%
8,731
+1,865
666
$349K 0.02%
1,020
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667
$348K 0.02%
2,797
-6
668
$347K 0.02%
11,414
669
$344K 0.02%
7,248
-1,454
670
$342K 0.02%
3,864
+229
671
$342K 0.02%
2,940
+285
672
$342K 0.02%
4,517
-8,189
673
$339K 0.02%
25,748
+86
674
$339K 0.02%
14,063
+149
675
$339K 0.02%
+3,334
25 26
27
28 29