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
926
$194K 0.01%
+19,154
927
$173K 0.01%
+18,007
928
$171K 0.01%
17,964
929
$170K 0.01%
19,329
-529
930
$165K 0.01%
15,301
-1,255
931
$164K 0.01%
10,128
932
$162K 0.01%
+5,450
933
$162K 0.01%
10,000
934
$162K 0.01%
86,210
+237
935
$159K 0.01%
11,845
-1,947
936
$143K 0.01%
13,984
937
$141K 0.01%
4,151
-32
938
$130K 0.01%
+13,695
939
$128K 0.01%
13,591
+521
940
$123K ﹤0.01%
11,452
-1,226
941
$120K ﹤0.01%
35,183
+217
942
$117K ﹤0.01%
14,289
+2,190
943
$114K ﹤0.01%
+16,625
944
$99.5K ﹤0.01%
12,042
945
$90.3K ﹤0.01%
1,615
946
$83K ﹤0.01%
+17,366
947
$73.7K ﹤0.01%
13,225
+1,450
948
$71.4K ﹤0.01%
33,370
949
$64.8K ﹤0.01%
+21,900
950
$58.3K ﹤0.01%
11,367
+79
36 37
38
39 40