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
-431
1052
-19,534
1053
-3,518
1054
-4,379
1055
-36,830
1056
-11,705
1057
-2,775
1058
-53,192
1059
-4,088
1060
-3,208
1061
-4,221
1062
-92,849
1063
-30,945
1064
-87,314
1065
-18,085
1066
-16,073
1067
-3,404
1068
-11,129
1069
-9,956