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
651
$442K 0.02%
14,559
+31
652
$440K 0.02%
3,160
-143
653
$439K 0.02%
1,008
-106
654
$437K 0.02%
15,999
+7,548
655
$437K 0.02%
2,493
+440
656
$435K 0.02%
3,284
+153
657
$434K 0.02%
13,475
658
$428K 0.02%
7,275
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659
$427K 0.02%
5,315
-17
660
$427K 0.02%
4,328
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661
$427K 0.02%
7,007
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662
$425K 0.02%
1,667
-34
663
$422K 0.02%
1,115
-79
664
$422K 0.02%
1,677
+8
665
$420K 0.02%
3,651
666
$419K 0.02%
15,562
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667
$419K 0.02%
3,957
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668
$418K 0.02%
4,488
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669
$418K 0.02%
20,081
-493
670
$418K 0.02%
+904
671
$418K 0.02%
2,087
-175
672
$416K 0.02%
2,724
-322
673
$415K 0.02%
5,577
-154
674
$415K 0.02%
10,091
-1,541
675
$411K 0.02%
3,881
-363
25 26
27
28 29