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
676
$338K 0.02%
2,533
-343
677
$338K 0.02%
1,472
-149
678
$336K 0.02%
4,911
+10
679
$336K 0.02%
+6,652
680
$335K 0.02%
+28,671
681
$333K 0.02%
8,586
+1,257
682
$333K 0.02%
6,615
+210
683
$331K 0.02%
29,049
-329
684
$331K 0.02%
1,084
+418
685
$331K 0.02%
4,835
+2,122
686
$329K 0.02%
+10,200
687
$327K 0.02%
3,882
-1,598
688
$326K 0.02%
+14,589
689
$326K 0.02%
+5,054
690
$326K 0.02%
+16,300
691
$325K 0.02%
+15,288
692
$324K 0.02%
4,158
+1,103
693
$322K 0.02%
8,989
-199
694
$322K 0.02%
7,043
+1,668
695
$321K 0.02%
9,032
+1,100
696
$321K 0.02%
10,126
+1,792
697
$318K 0.02%
9,738
+2,715
698
$315K 0.02%
6,610
-3,656
699
$315K 0.02%
4,277
+73
700
$314K 0.02%
5,500
-64
26 27
28
29 30