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
$1.94B
AUM Growth
+$433M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
937
New
Increased
Reduced
Closed

Top Buys

1
+$108M
2
+$63.4M
3
+$36.1M
4
FPE icon
First Trust Preferred Securities and Income ETF
FPE
+$22.5M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$15.2M

Top Sells

1
+$16.3M
2
+$6.5M
3
+$3.49M
4
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$2.53M
5
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$1.74M

Sector Composition

1 Technology 9.83%
2 Financials 5.09%
3 Consumer Discretionary 4.18%
4 Healthcare 3.94%
5 Communication Services 2.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$4M 0.21%
40,432
+26,963
102
$3.98M 0.2%
60,689
+10,928
103
$3.96M 0.2%
35,093
+5,700
104
$3.81M 0.2%
39,918
+3,366
105
$3.78M 0.19%
16,390
+4,110
106
$3.77M 0.19%
87,312
+32,025
107
$3.74M 0.19%
85,957
+1,105
108
$3.68M 0.19%
44,154
+1,873
109
$3.68M 0.19%
50,032
+27,459
110
$3.67M 0.19%
112,864
-10,954
111
$3.66M 0.19%
65,359
+16,228
112
$3.64M 0.19%
16,166
+2,838
113
$3.6M 0.19%
216,075
+61,624
114
$3.59M 0.18%
319,394
-1,629
115
$3.58M 0.18%
152,070
+2,480
116
$3.54M 0.18%
76,690
-54,974
117
$3.52M 0.18%
25,880
+471
118
$3.51M 0.18%
49,341
-1,669
119
$3.47M 0.18%
48,863
+4,837
120
$3.46M 0.18%
33,750
+9,614
121
$3.35M 0.17%
86,925
+26,407
122
$3.25M 0.17%
80,516
+4,962
123
$3.23M 0.17%
191,402
-681
124
$3.22M 0.17%
89,482
+9,166
125
$3.22M 0.17%
144,653
+57,461
3 4
5
6 7