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
726
$283K 0.01%
5,650
-7,810
727
$283K 0.01%
6,045
+420
728
$283K 0.01%
40,776
+3,699
729
$280K 0.01%
+13,896
730
$280K 0.01%
14,600
-19
731
$279K 0.01%
12,127
+1,291
732
$279K 0.01%
26,894
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733
$277K 0.01%
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734
$276K 0.01%
10,529
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735
$276K 0.01%
5,591
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736
$276K 0.01%
13,597
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737
$273K 0.01%
3,394
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738
$273K 0.01%
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739
$273K 0.01%
3,003
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740
$273K 0.01%
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$272K 0.01%
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743
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744
$269K 0.01%
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745
$269K 0.01%
11,613
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746
$268K 0.01%
19,850
747
$268K 0.01%
1,247
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748
$267K 0.01%
16,657
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749
$266K 0.01%
10,260
750
$266K 0.01%
7,797
-272
28 29
30
31 32