MA

Mutual Advisors Portfolio holdings

AUM $4B
1-Year Est. Return 14.38%
This Quarter Est. Return
1 Year Est. Return
+14.38%
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
Technology Select Sector SPDR Fund
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
Energy Select Sector SPDR Fund
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
826
$262K 0.01%
4,925
+4
827
$261K 0.01%
4,375
828
$260K 0.01%
+5,314
829
$259K 0.01%
825
-11
830
$257K 0.01%
8,696
+914
831
$257K 0.01%
353
+20
832
$256K 0.01%
3,950
+293
833
$256K 0.01%
1,623
-8,937
834
$255K 0.01%
11,966
+70
835
$255K 0.01%
+2,541
836
$254K 0.01%
1,571
-43
837
$253K 0.01%
2,254
838
$253K 0.01%
6,856
+641
839
$252K 0.01%
9,050
+3
840
$252K 0.01%
8,024
-794
841
$252K 0.01%
5,996
-20
842
$251K 0.01%
1,983
+31
843
$251K 0.01%
+519
844
$251K 0.01%
9,370
+462
845
$250K 0.01%
5,000
846
$250K 0.01%
5,648
-190
847
$249K 0.01%
+5,573
848
$248K 0.01%
1,959
-7,234
849
$247K 0.01%
9,413
850
$247K 0.01%
14,610
-253
32 33
34
35 36