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
726
$349K 0.01%
9,410
-220
727
$348K 0.01%
11,337
728
$348K 0.01%
2,567
-265
729
$347K 0.01%
3,072
-283
730
$346K 0.01%
33,305
-32
731
$346K 0.01%
+10,189
732
$346K 0.01%
9,092
+598
733
$345K 0.01%
11,491
+758
734
$344K 0.01%
2,156
-266
735
$343K 0.01%
+13,669
736
$342K 0.01%
8,121
-241
737
$341K 0.01%
4,956
-5,046
738
$341K 0.01%
5,549
-58
739
$341K 0.01%
3,243
-143
740
$340K 0.01%
6,445
741
$340K 0.01%
3,587
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742
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4,346
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743
$339K 0.01%
12,252
-189
744
$337K 0.01%
13,585
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745
$337K 0.01%
10,067
-9,837
746
$336K 0.01%
10,979
+551
747
$333K 0.01%
8,400
-567
748
$332K 0.01%
39,521
+472
749
$327K 0.01%
8,648
+8
750
$327K 0.01%
7,381
+1,109
28 29
30
31 32