MA

Mutual Advisors Portfolio holdings

AUM $4B
1-Year Est. Return 14.38%
This Quarter Est. Return
1 Year Est. Return
+14.38%
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
Technology Select Sector SPDR Fund
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
Energy Select Sector SPDR Fund
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
51
$8.47M 0.33%
72,010
+1,081
52
$8.46M 0.33%
278,954
-11,727
53
$8.42M 0.33%
52,284
+1,660
54
$8.42M 0.33%
175,944
-6,859
55
$8.28M 0.32%
196,822
+118,189
56
$8.21M 0.32%
138,105
-7,258
57
$8.19M 0.32%
56,128
+539
58
$8.06M 0.31%
99,600
-1,186
59
$7.94M 0.31%
55,385
-1,171
60
$7.84M 0.31%
94,380
-5,090
61
$7.82M 0.3%
232,885
-13,214
62
$7.72M 0.3%
238,051
+22,554
63
$7.7M 0.3%
117,401
-16,482
64
$7.51M 0.29%
109,749
+4,064
65
$7.47M 0.29%
153,112
+50,452
66
$7.45M 0.29%
99,118
+110
67
$7.28M 0.28%
219,691
+4,223
68
$6.97M 0.27%
52,865
-2,802
69
$6.82M 0.27%
153,596
+579
70
$6.71M 0.26%
44,990
-3,743
71
$6.67M 0.26%
35,274
+12,007
72
$6.58M 0.26%
62,123
-805
73
$6.56M 0.26%
60,899
-944
74
$6.55M 0.26%
77,886
-2,603
75
$6.54M 0.25%
80,641
-2,118
1 2
3
4 5