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
826
$203K 0.01%
+15,458
827
$202K 0.01%
+3,139
828
$202K 0.01%
+753
829
$202K 0.01%
24,905
+6,537
830
$201K 0.01%
13,740
-100
831
$200K 0.01%
+3,354
832
$199K 0.01%
20,535
+5,500
833
$175K 0.01%
30,000
834
$170K 0.01%
+13,813
835
$166K 0.01%
15,422
-9,210
836
$165K 0.01%
10,000
837
$159K 0.01%
+10,064
838
$157K 0.01%
17,181
+124
839
$151K 0.01%
16,487
840
$146K 0.01%
5,713
+334
841
$137K 0.01%
19,473
-3,122
842
$133K 0.01%
75,570
843
$118K 0.01%
+13,213
844
$116K 0.01%
+10,776
845
$114K 0.01%
+10,712
846
$112K 0.01%
+15,200
847
$102K 0.01%
+12,042
848
$94K ﹤0.01%
+35,200
849
$90K ﹤0.01%
+31,208
850
$82K ﹤0.01%
+19,368
32 33
34
35 36