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
1051
-3,730
1052
-132,120
1053
-6,849
1054
-7,579
1055
-16,138
1056
-16,662
1057
-11,427
1058
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1059
-9,118
1060
-12,832
1061
-8,219
1062
-67,750
1063
-21,977
1064
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1065
-431
1066
-19,534
1067
-3,518
1068
-22,704
1069
-32,733