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
1026
– –
-10,446
1027
– –
-3,757
1028
– –
-5,401
1029
– –
-5,031
1030
– –
-14,358
1031
– –
-5,537
1032
– –
-7,188
1033
– –
-22,704
1034
– –
-3,730
1035
– –
-132,120
1036
– –
-6,849
1037
– –
-37,897
1038
– –
-16,138
1039
– –
-16,662
1040
– –
-11,427
1041
– –
-3,155
1042
– –
-9,118
1043
– –
-12,832
1044
– –
-8,219
1045
– –
-67,750
1046
– –
-21,977
1047
– –
-2,012
1048
– –
-5,871
1049
– –
-431
1050
– –
-19,534
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