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
1026
– –
-12,114
1027
– –
-11,325
1028
– –
-3,123
1029
– –
-155,488
1030
– –
-141,881
1031
– –
-6,922
1032
– –
-445
1033
– –
-3,695
1034
– –
-6,128
1035
– –
-14,814
1036
– –
-1,363
1037
– –
-7,181
1038
– –
-1,397
1039
– –
-3,380
1040
– –
-19,686
1041
– –
-8,174
1042
– –
-4,240
1043
– –
-4,778
1044
– –
-58,231
1045
– –
-15,081
1046
– –
-3,072
1047
– –
-11,471
1048
– –
-5,569
1049
– –
-2,302
1050
– –
-16,655
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