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
701
$382K 0.01%
+8,152
702
$382K 0.01%
5,046
-1,058
703
$382K 0.01%
3,618
-2,122
704
$381K 0.01%
4,393
+818
705
$378K 0.01%
10,232
-919
706
$374K 0.01%
11,114
-376
707
$374K 0.01%
10,735
+285
708
$372K 0.01%
5,920
-83
709
$372K 0.01%
16,446
-650
710
$372K 0.01%
8,729
-216
711
$369K 0.01%
+8,888
712
$369K 0.01%
12,099
713
$368K 0.01%
26,824
+1,922
714
$368K 0.01%
3,403
-297
715
$366K 0.01%
5,721
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716
$366K 0.01%
1,810
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717
$366K 0.01%
621
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718
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+1,213
719
$357K 0.01%
5,016
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720
$356K 0.01%
732
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721
$356K 0.01%
1,709
+12
722
$355K 0.01%
8,740
-20
723
$351K 0.01%
12,244
724
$351K 0.01%
3,291
-25
725
$350K 0.01%
9,652
-443
27 28
29
30 31