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
851
$247K 0.01%
+2,994
852
$247K 0.01%
12,828
853
$247K 0.01%
6,428
-917
854
$246K 0.01%
11,236
+658
855
$245K 0.01%
3,259
+33
856
$244K 0.01%
834
+182
857
$244K 0.01%
4,080
+115
858
$242K 0.01%
6,267
-9
859
$242K 0.01%
1,466
-77
860
$242K 0.01%
4,831
-1,516
861
$241K 0.01%
11,475
-1,250
862
$241K 0.01%
5,015
+23
863
$240K 0.01%
891
864
$239K 0.01%
+5,666
865
$238K 0.01%
5,134
866
$237K 0.01%
718
-386
867
$237K 0.01%
11,142
+2,483
868
$236K 0.01%
1,446
-32
869
$236K 0.01%
1,201
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870
$233K 0.01%
2,925
-1,206
871
$233K 0.01%
+3,604
872
$233K 0.01%
2,088
+121
873
$231K 0.01%
1,614
-4
874
$229K 0.01%
1,515
-52
875
$227K 0.01%
4,499
-1,188
33 34
35
36 37