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
876
$227K 0.01%
1,135
-17
877
$225K 0.01%
2,232
-28,667
878
$224K 0.01%
4,771
+605
879
$224K 0.01%
+1,953
880
$223K 0.01%
8,707
881
$223K 0.01%
4,508
+127
882
$222K 0.01%
+3,453
883
$222K 0.01%
14,826
-2,941
884
$222K 0.01%
11,781
+202
885
$221K 0.01%
1,703
-55
886
$221K 0.01%
14,421
+2,313
887
$219K 0.01%
+6,975
888
$218K 0.01%
2,196
+185
889
$217K 0.01%
4,053
-1,042
890
$216K 0.01%
9,766
891
$216K 0.01%
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892
$216K 0.01%
1,102
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893
$215K 0.01%
9,653
+4
894
$215K 0.01%
8,936
895
$213K 0.01%
5,083
+2
896
$213K 0.01%
5,985
+185
897
$213K 0.01%
4,829
-1,290
898
$213K 0.01%
6,893
899
$212K 0.01%
1,186
-709
900
$211K 0.01%
962
-47
34 35
36
37 38