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
– –
-6,677
1002
– –
-10,449
1003
– –
-1,573
1004
– –
-13,178
1005
– –
-3,262
1006
– –
-6,710
1007
– –
-10,779
1008
– –
-5,121
1009
– –
-23,315
1010
– –
-2,408
1011
– –
-14,010
1012
– –
-1,350
1013
– –
-4,505
1014
– –
-20,238
1015
– –
-12,114
1016
– –
-11,325
1017
– –
-2,585
1018
– –
-10,446
1019
– –
-3,757
1020
– –
-5,401
1021
– –
-4,778
1022
– –
-58,231
1023
– –
-1,602
1024
– –
-23,498
1025
– –
-11,880
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