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
76
$6.46M 0.25%
68,748
-19,083
77
$6.35M 0.25%
+200,689
78
$6.32M 0.25%
182,463
-17,580
79
$6.16M 0.24%
173,268
-43,433
80
$6.15M 0.24%
123,270
+6,978
81
$6.13M 0.24%
43,668
-5,056
82
$6.07M 0.24%
90,497
+23,572
83
$6M 0.23%
42,368
+20,211
84
$5.91M 0.23%
34,456
-4,109
85
$5.75M 0.22%
10,180
-221
86
$5.64M 0.22%
236,097
+19,995
87
$5.63M 0.22%
108,500
+1,349
88
$5.54M 0.22%
167,065
+12,692
89
$5.53M 0.22%
10,303
-2,418
90
$5.53M 0.22%
105,279
+325
91
$5.51M 0.22%
125,947
-1,101
92
$5.5M 0.21%
35,753
+14,613
93
$5.49M 0.21%
102,930
-363
94
$5.35M 0.21%
14,175
-419
95
$5.32M 0.21%
171,487
-126,173
96
$5.29M 0.21%
125,705
-65,901
97
$5.26M 0.21%
75,340
-7,165
98
$5.25M 0.2%
107,987
+28,756
99
$5.24M 0.2%
199,862
+24,858
100
$5.2M 0.2%
209,419
-143,419
2 3
4
5 6