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
1001
– –
-445
1002
– –
-3,695
1003
– –
-6,128
1004
– –
-14,814
1005
– –
-1,363
1006
– –
-7,181
1007
– –
-1,397
1008
– –
-3,380
1009
– –
-19,686
1010
– –
-8,174
1011
– –
-4,240
1012
– –
-4,778
1013
– –
-58,231
1014
– –
-1,602
1015
– –
-23,498
1016
– –
-11,880
1017
– –
-32,930
1018
– –
-15,081
1019
– –
-3,072
1020
– –
-11,471
1021
– –
-5,569
1022
– –
-2,302
1023
– –
-16,655
1024
– –
-20,715
1025
– –
-2,585
39 40
41
42 43