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
676
$410K 0.02%
8,306
-289
677
$409K 0.02%
37,616
-4,236
678
$406K 0.02%
16,310
-2,799
679
$406K 0.02%
10,887
+2,231
680
$405K 0.02%
4,872
+5
681
$404K 0.02%
11,911
+730
682
$402K 0.02%
5,469
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683
$402K 0.02%
17,224
-155
684
$402K 0.02%
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-64
685
$400K 0.02%
6,290
-1,131
686
$400K 0.02%
6,397
-55,246
687
$399K 0.02%
15,728
+2,294
688
$398K 0.02%
5,097
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689
$398K 0.02%
3,183
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690
$397K 0.02%
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691
$397K 0.02%
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$396K 0.02%
7,159
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693
$392K 0.02%
855
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$390K 0.02%
7,290
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695
$388K 0.02%
4,542
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696
$387K 0.02%
+12,730
697
$385K 0.02%
+9,716
698
$385K 0.02%
7,070
-81
699
$385K 0.02%
10,500
700
$382K 0.01%
14,875
26 27
28
29 30