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 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
851
$247K 0.01%
+2,994
852
$247K 0.01%
12,828
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$247K 0.01%
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$244K 0.01%
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$242K 0.01%
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$242K 0.01%
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$242K 0.01%
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$238K 0.01%
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$229K 0.01%
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$227K 0.01%
4,499
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