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
701
$313K 0.02%
6,507
+86
702
$312K 0.02%
7,712
+1,012
703
$312K 0.02%
14,307
+7,157
704
$311K 0.02%
2,444
+222
705
$309K 0.02%
3,911
+252
706
$308K 0.02%
38,570
+26,381
707
$308K 0.02%
3,405
+801
708
$306K 0.02%
8,166
+79
709
$306K 0.02%
13,250
-1,476
710
$303K 0.02%
+5,387
711
$301K 0.02%
6,544
712
$299K 0.02%
4,912
+485
713
$298K 0.02%
+2,141
714
$292K 0.02%
6,891
+308
715
$292K 0.02%
1,851
+44
716
$291K 0.02%
5,164
-1,803
717
$289K 0.01%
+3,466
718
$287K 0.01%
+7,507
719
$286K 0.01%
3,573
-303
720
$286K 0.01%
5,805
+63
721
$286K 0.01%
+5,199
722
$285K 0.01%
24,708
-620
723
$284K 0.01%
6,178
-1,240
724
$284K 0.01%
5,570
+221
725
$284K 0.01%
2,857
+83
27 28
29
30 31