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
801
$279K 0.01%
+9,417
802
$279K 0.01%
14,600
803
$279K 0.01%
+12,444
804
$279K 0.01%
11,273
+231
805
$278K 0.01%
8,603
+838
806
$275K 0.01%
2,241
-5,514
807
$275K 0.01%
4,543
-458
808
$275K 0.01%
7,204
-162
809
$274K 0.01%
14,141
-3,323
810
$274K 0.01%
4,032
-3,092
811
$274K 0.01%
9,709
+139
812
$273K 0.01%
+4,675
813
$271K 0.01%
4,728
+1,152
814
$270K 0.01%
1,826
-63
815
$270K 0.01%
7,273
+1,310
816
$269K 0.01%
9,063
-2,326
817
$269K 0.01%
22,202
818
$268K 0.01%
24,453
+384
819
$267K 0.01%
11,533
820
$266K 0.01%
10,205
-38
821
$266K 0.01%
2,418
-56
822
$264K 0.01%
6,596
-302
823
$264K 0.01%
2,788
824
$263K 0.01%
+695
825
$262K 0.01%
4,970
+70
31 32
33
34 35