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 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
1026
-18,085
1027
-16,073
1028
-3,404
1029
-11,129
1030
-9,956
1031
-4,778
1032
-58,231
1033
-1,602
1034
-23,498
1035
-11,880
1036
-32,930
1037
-15,081
1038
-3,072
1039
-11,471
1040
-2,302
1041
-16,655
1042
-20,715
1043
-2,585
1044
-10,446
1045
-3,757
1046
-5,401
1047
-5,031
1048
-14,358
1049
-5,537
1050
-7,188