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
776
$300K 0.01%
734
+149
777
$297K 0.01%
5,384
-1,532
778
$297K 0.01%
2,350
-46
779
$297K 0.01%
1,574
-21
780
$296K 0.01%
8,495
-82
781
$295K 0.01%
19,290
+101
782
$295K 0.01%
5,858
-99
783
$295K 0.01%
8,038
-191
784
$294K 0.01%
+6,255
785
$293K 0.01%
15,749
-373
786
$293K 0.01%
+2,370
787
$293K 0.01%
21,994
-9,561
788
$290K 0.01%
+12,156
789
$290K 0.01%
+9,850
790
$288K 0.01%
4,383
-398
791
$287K 0.01%
771
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792
$285K 0.01%
1,269
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793
$284K 0.01%
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-200
794
$284K 0.01%
5,666
+1,459
795
$283K 0.01%
51,974
-5,765
796
$282K 0.01%
9,176
+2,044
797
$282K 0.01%
4,059
+138
798
$280K 0.01%
2,583
-380
799
$280K 0.01%
4,477
-257
800
$279K 0.01%
11,983
+3,248
30 31
32
33 34