MA

Mutual Advisors Portfolio holdings

AUM $4.66B
1-Year Est. Return 17.21%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.21%
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
+$31.1M
2
+$12.4M
3
+$10.6M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$8.13M
5
EWU icon
iShares MSCI United Kingdom ETF
EWU
+$6.47M

Top Sells

1
+$25.3M
2
+$9.99M
3
+$6.33M
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$5.16M
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
1001
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-3,123
1002
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1003
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-141,881
1004
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-6,922
1005
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1006
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-3,695
1007
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-6,128
1008
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-14,814
1009
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-1,363
1010
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-7,181
1011
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-1,397
1012
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-3,380
1013
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-19,686
1014
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-8,174
1015
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-4,379
1016
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-36,830
1017
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-11,705
1018
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-2,775
1019
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-53,192
1020
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-4,088
1021
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-3,208
1022
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-4,221
1023
– –
-92,849
1024
– –
-30,945
1025
– –
-87,314
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