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
751
$266K 0.01%
3,122
+208
752
$264K 0.01%
+14,438
753
$264K 0.01%
+1,770
754
$263K 0.01%
11,982
+137
755
$260K 0.01%
1,434
+385
756
$259K 0.01%
11,527
-1,546
757
$258K 0.01%
3,904
+1,125
758
$257K 0.01%
+619
759
$255K 0.01%
6,700
760
$255K 0.01%
4,162
-1,664
761
$255K 0.01%
7,737
+400
762
$254K 0.01%
7,477
-7,804
763
$253K 0.01%
3,348
+88
764
$252K 0.01%
5,577
+270
765
$252K 0.01%
+7,846
766
$250K 0.01%
38,744
-8,800
767
$250K 0.01%
+1,371
768
$249K 0.01%
1,942
-3
769
$246K 0.01%
+1,436
770
$246K 0.01%
+8,200
771
$245K 0.01%
2,971
+392
772
$245K 0.01%
+2,308
773
$243K 0.01%
2,663
774
$242K 0.01%
5,472
-435
775
$241K 0.01%
+2,897
29 30
31
32 33