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
901
$211K 0.01%
+9,720
902
$210K 0.01%
15,495
-8,198
903
$210K 0.01%
5,567
-75
904
$210K 0.01%
896
+33
905
$209K 0.01%
2,089
-11
906
$209K 0.01%
+3,522
907
$209K 0.01%
1,026
-315
908
$208K 0.01%
5,148
909
$208K 0.01%
3,810
-720
910
$206K 0.01%
4,755
-470
911
$206K 0.01%
9,740
+178
912
$206K 0.01%
5,667
+1
913
$206K 0.01%
+1,027
914
$205K 0.01%
+5,503
915
$205K 0.01%
+2,530
916
$204K 0.01%
6,193
917
$204K 0.01%
4,046
-1,805
918
$202K 0.01%
3,473
+63
919
$202K 0.01%
3,252
920
$202K 0.01%
1,656
-2,455
921
$201K 0.01%
+3,030
922
$201K 0.01%
948
-1,011
923
$201K 0.01%
+9,994
924
$200K 0.01%
15,117
+670
925
$198K 0.01%
11,595
-3,049
35 36
37
38 39