MA

Mutual Advisors Portfolio holdings

AUM $4B
1-Year Est. Return 14.38%
This Quarter Est. Return
1 Year Est. Return
+14.38%
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
Technology Select Sector SPDR Fund
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
Energy Select Sector SPDR Fund
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
101
$5.08M 0.2%
19,103
-643
102
$5.07M 0.2%
211,706
-3,590
103
$5.06M 0.2%
235,235
+86,865
104
$5.04M 0.2%
39,179
-10,764
105
$5.02M 0.2%
45,207
-883
106
$5.02M 0.2%
49,186
-26,722
107
$4.99M 0.19%
59,293
+7,236
108
$4.95M 0.19%
18,801
+1,832
109
$4.92M 0.19%
108,234
-395
110
$4.91M 0.19%
54,373
-58,991
111
$4.86M 0.19%
18,072
-174
112
$4.79M 0.19%
188,246
+87,857
113
$4.79M 0.19%
11,708
-2,479
114
$4.75M 0.19%
143,349
+84,972
115
$4.62M 0.18%
71,838
-7,657
116
$4.58M 0.18%
207,998
-71,849
117
$4.54M 0.18%
62,748
-3,743
118
$4.52M 0.18%
89,071
+21,893
119
$4.44M 0.17%
60,224
+271
120
$4.38M 0.17%
25,839
+4,854
121
$4.34M 0.17%
103,260
+5,225
122
$4.33M 0.17%
12,922
+1,361
123
$4.26M 0.17%
283,701
+18,229
124
$4.22M 0.16%
183,955
+45,872
125
$4.19M 0.16%
40,782
+2,905
3 4
5
6 7