MA
Mutual Advisors Portfolio holdings
AUM
$4B
1-Year Return
14.38%
This Quarter Return
-3.04%
1 Year Return
+14.38%
3 Year Return
+52.75%
5 Year Return
+91.66%
10 Year Return
–
AUM
$2.56B
AUM Growth
-$70.7M
(-2.7%)
Cap. Flow
+$17.1M
Cap. Flow
% of AUM
0.67%
Top 10 Holdings %
Top 10 Hldgs %
27.65%
Holding
1,069
New
74
Increased
401
Reduced
442
Closed
101
Top Buys
| 1 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$30.2M |
| 2 |
SPDR Portfolio S&P 500 Growth ETF
SPYG
|
+$12M |
| 3 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
+$10.6M |
| 4 |
Technology Select Sector SPDR Fund
XLK
|
+$7.77M |
| 5 |
iShares MSCI United Kingdom ETF
EWU
|
+$6.35M |
Top Sells
| 1 |
iShares Short Treasury Bond ETF
SHV
|
+$25.4M |
| 2 |
iShares Core US Aggregate Bond ETF
AGG
|
+$9.76M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
+$6.08M |
| 4 |
Energy Select Sector SPDR Fund
XLE
|
+$5.33M |
| 5 |
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% |
