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
$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
State Street Technology Select Sector SPDR ETF
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
State Street Energy Select Sector SPDR ETF
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
– –
-2,775
1002
– –
-53,192
1003
– –
-4,088
1004
– –
-3,208
1005
– –
-4,221
1006
– –
-92,849
1007
– –
-30,945
1008
– –
-87,314
1009
– –
-18,085
1010
– –
-16,073
1011
– –
-32,733
1012
– –
-11,129
1013
– –
-9,956
1014
– –
-6,022
1015
– –
-693
1016
– –
-9,533
1017
– –
-62,997
1018
– –
-6,677
1019
– –
-10,449
1020
– –
-1,573
1021
– –
-13,178
1022
– –
-14,010
1023
– –
-1,350
1024
– –
-4,505
1025
– –
-20,238
39 40
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