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
951
$53.8K ﹤0.01%
10,659
-17,768
952
$52.4K ﹤0.01%
+10,070
953
$47.6K ﹤0.01%
10,777
954
$46.7K ﹤0.01%
28,312
+11,982
955
$44.4K ﹤0.01%
23,847
-12,480
956
$37.9K ﹤0.01%
26,684
-6,262
957
$36.9K ﹤0.01%
10,100
958
$27.6K ﹤0.01%
11,569
-42
959
$20.4K ﹤0.01%
10,100
960
$11.7K ﹤0.01%
11,372
961
$11.6K ﹤0.01%
10,000
962
$11.3K ﹤0.01%
50
963
$9.04K ﹤0.01%
508
964
$8.79K ﹤0.01%
1,503
-174
965
$7.92K ﹤0.01%
+10,515
966
$7.91K ﹤0.01%
1,010
-4
967
$3.57K ﹤0.01%
181
968
$2.75K ﹤0.01%
16
969
– –
-3,778
970
– –
-5,005
971
– –
-693
972
– –
-2,016
973
– –
-1,772
974
– –
-4,408
975
– –
-3,680
37 38
39
40 41