MA

Mutual Advisors Portfolio holdings

AUM $4.54B
1-Year Est. Return 15.69%
This Quarter Est. Return
1 Year Est. Return
+15.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.94B
AUM Growth
+$433M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
937
New
Increased
Reduced
Closed

Top Buys

1
+$108M
2
+$63.4M
3
+$36.1M
4
FPE icon
First Trust Preferred Securities and Income ETF
FPE
+$22.5M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$15.2M

Top Sells

1
+$16.3M
2
+$6.5M
3
+$3.49M
4
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$2.53M
5
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$1.74M

Sector Composition

1 Technology 9.83%
2 Financials 5.09%
3 Consumer Discretionary 4.18%
4 Healthcare 3.94%
5 Communication Services 2.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$5.18M 0.27%
30,293
+9,822
77
$5.05M 0.26%
68,633
+5,564
78
$5.01M 0.26%
118,521
-6,230
79
$4.96M 0.26%
163,324
+44,455
80
$4.93M 0.25%
190,308
-35,572
81
$4.89M 0.25%
17,768
+3,405
82
$4.88M 0.25%
12
+5
83
$4.73M 0.24%
133,176
-98,226
84
$4.72M 0.24%
66,215
+25,443
85
$4.65M 0.24%
94,449
+19,718
86
$4.6M 0.24%
202,180
+56,346
87
$4.59M 0.24%
101,790
+44,569
88
$4.54M 0.23%
188,276
+26,888
89
$4.54M 0.23%
102,821
+5,451
90
$4.52M 0.23%
101,870
+7,970
91
$4.51M 0.23%
23,988
-948
92
$4.46M 0.23%
11,532
+1,297
93
$4.39M 0.23%
170,356
+5,240
94
$4.38M 0.23%
184,088
+2,398
95
$4.38M 0.23%
71,678
+20,956
96
$4.14M 0.21%
8,766
+2,001
97
$4.12M 0.21%
26,604
-293
98
$4.09M 0.21%
222,769
-51
99
$4.05M 0.21%
19,267
+388
100
$4.03M 0.21%
156,027
-13,234
2 3
4
5 6