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
$940M
AUM Growth
+$183M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
629
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$9.81M
3
+$8.84M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$8.24M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$6.34M

Top Sells

1
+$5.18M
2
+$4.37M
3
+$4.23M
4
XAR icon
State Street SPDR S&P Aerospace & Defense ETF
XAR
+$4.01M
5
IAU icon
iShares Gold Trust
IAU
+$3.74M

Sector Composition

1 Technology 8.36%
2 Financials 4.97%
3 Consumer Discretionary 4.5%
4 Healthcare 3.94%
5 Industrials 3.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.31M 0.25%
28,764
+2,216
102
$2.29M 0.24%
42,738
+1,802
103
$2.27M 0.24%
62,911
+29,907
104
$2.24M 0.24%
60,256
+7,790
105
$2.24M 0.24%
21,980
+100
106
$2.22M 0.24%
26,507
+1,267
107
$2.2M 0.23%
11,695
-381
108
$2.19M 0.23%
+31,755
109
$2.17M 0.23%
40,970
+1,866
110
$2.15M 0.23%
15,833
+447
111
$2.14M 0.23%
143,168
-541
112
$2.11M 0.22%
111,851
+3,396
113
$2.11M 0.22%
34,274
+7,619
114
$2.05M 0.22%
17,941
+7,054
115
$2.04M 0.22%
+30,294
116
$2.04M 0.22%
159,276
+26,436
117
$2.04M 0.22%
14,863
+8,696
118
$2.01M 0.21%
26,590
+2,940
119
$1.99M 0.21%
50,331
+13,575
120
$1.98M 0.21%
25,825
+96
121
$1.96M 0.21%
9,253
+2,595
122
$1.96M 0.21%
71,632
+589
123
$1.91M 0.2%
13,948
+1,876
124
$1.87M 0.2%
14,887
+871
125
$1.87M 0.2%
32,720
+25,116
3 4
5
6 7