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
851
$76K ﹤0.01%
10,940
852
$71K ﹤0.01%
29,835
+5,100
853
$70K ﹤0.01%
33,370
854
$70K ﹤0.01%
29,210
-3,300
855
$67K ﹤0.01%
+12,215
856
$64K ﹤0.01%
16,207
+100
857
$59K ﹤0.01%
21,439
+931
858
$53K ﹤0.01%
+10,536
859
$40K ﹤0.01%
10,100
860
$38K ﹤0.01%
147
-100
861
$35K ﹤0.01%
14,963
-2,300
862
$17K ﹤0.01%
+11,013
863
$12K ﹤0.01%
596
864
$11K ﹤0.01%
23
865
$8K ﹤0.01%
11,669
866
$8K ﹤0.01%
50
867
$8K ﹤0.01%
2
868
– –
-77,862
869
– –
-11,809
870
– –
-48
871
– –
-25,100
872
– –
-26,402
873
– –
-15,840
874
– –
-9,382
875
– –
-5,709
33 34
35
36 37