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
776
$239K 0.01%
+5,210
777
$239K 0.01%
9,698
778
$239K 0.01%
+3,921
779
$239K 0.01%
9,956
780
$238K 0.01%
+12,202
781
$236K 0.01%
9,413
782
$233K 0.01%
+5,376
783
$233K 0.01%
+4,681
784
$233K 0.01%
10,710
+1,020
785
$232K 0.01%
8,475
+343
786
$231K 0.01%
9,406
787
$230K 0.01%
5,899
+21
788
$229K 0.01%
+8,533
789
$227K 0.01%
11,233
+256
790
$226K 0.01%
5,515
791
$226K 0.01%
9,504
792
$226K 0.01%
4,494
-1,122
793
$225K 0.01%
+395
794
$225K 0.01%
4,184
+155
795
$225K 0.01%
1,089
+49
796
$224K 0.01%
+1,272
797
$224K 0.01%
+10,532
798
$222K 0.01%
2,792
-2,470
799
$221K 0.01%
3,966
-1,445
800
$220K 0.01%
+2,640
30 31
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