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
51
$7.26M 0.37%
242,298
-4,063
52
$7.25M 0.37%
57,074
+14,636
53
$7.24M 0.37%
75,276
+28,879
54
$7.1M 0.37%
14,066
+1,762
55
$6.98M 0.36%
146,295
+88,556
56
$6.88M 0.35%
38,349
+5,174
57
$6.81M 0.35%
91,002
+54,735
58
$6.76M 0.35%
55,797
+12,735
59
$6.74M 0.35%
93,604
+24,879
60
$6.69M 0.34%
159,230
+777
61
$6.58M 0.34%
52,140
+5,813
62
$6.51M 0.33%
74,522
+18,345
63
$6.16M 0.32%
57,475
+2,750
64
$6.11M 0.31%
157,500
+5,824
65
$5.96M 0.31%
43,954
+1,740
66
$5.75M 0.3%
204,601
+8,265
67
$5.75M 0.3%
84,180
+20,143
68
$5.72M 0.29%
130,684
+11,643
69
$5.6M 0.29%
147,384
+10,356
70
$5.44M 0.28%
447,780
+50,330
71
$5.39M 0.28%
182,959
+11,708
72
$5.33M 0.27%
+71,404
73
$5.3M 0.27%
+91,789
74
$5.29M 0.27%
91,441
-66
75
$5.29M 0.27%
137,305
+796
1 2
3
4 5