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
751
$326K 0.01%
1,431
-13
752
$326K 0.01%
13,367
-1,157
753
$324K 0.01%
+1,773
754
$323K 0.01%
19,826
-320
755
$323K 0.01%
9,569
-47
756
$323K 0.01%
+2,191
757
$322K 0.01%
11,044
-2,432
758
$320K 0.01%
13,500
-496
759
$315K 0.01%
11,513
+8,107
760
$314K 0.01%
+11,465
761
$312K 0.01%
4,052
762
$312K 0.01%
14,663
763
$311K 0.01%
24,046
+333
764
$308K 0.01%
2,506
-102
765
$307K 0.01%
+8,841
766
$307K 0.01%
7,022
-7,446
767
$306K 0.01%
5,376
+215
768
$306K 0.01%
+12,586
769
$303K 0.01%
5,928
+189
770
$303K 0.01%
851
+317
771
$302K 0.01%
12,950
-1,180
772
$301K 0.01%
16,629
-46,715
773
$301K 0.01%
9,985
+2,681
774
$301K 0.01%
4,951
+5
775
$300K 0.01%
8,834
+2,869
29 30
31
32 33