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
$659M
AUM Growth
+$220M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
484
New
Increased
Reduced
Closed

Top Buys

1
+$30.6M
2
+$26M
3
+$11.7M
4
IYY icon
iShares Dow Jones US ETF
IYY
+$10.7M
5
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$10.4M

Top Sells

1
+$1.97M
2
+$1.44M
3
+$1.17M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.02M
5
IYJ icon
iShares US Industrials ETF
IYJ
+$968K

Sector Composition

1 Technology 11.24%
2 Financials 5.58%
3 Consumer Discretionary 4.96%
4 Industrials 4.11%
5 Healthcare 3.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.3M 0.2%
19,538
+8,068
127
$1.3M 0.2%
55,663
+13,210
128
$1.29M 0.2%
13,683
-711
129
$1.29M 0.2%
25,800
-4,400
130
$1.28M 0.2%
7,826
+929
131
$1.28M 0.19%
35,480
+26,833
132
$1.28M 0.19%
66,956
+29,317
133
$1.27M 0.19%
123,480
-2,992
134
$1.26M 0.19%
11,297
+241
135
$1.25M 0.19%
21,211
+901
136
$1.23M 0.19%
12,368
+122
137
$1.23M 0.19%
55,063
+4,368
138
$1.22M 0.19%
7,404
+632
139
$1.21M 0.18%
14,835
+1,864
140
$1.2M 0.18%
14,382
+10,653
141
$1.2M 0.18%
204,760
+1,000
142
$1.19M 0.18%
16,020
-103
143
$1.19M 0.18%
25,767
+1,516
144
$1.16M 0.18%
46,810
+950
145
$1.13M 0.17%
22,654
+1,066
146
$1.13M 0.17%
35,240
+160
147
$1.13M 0.17%
15,358
+3,031
148
$1.12M 0.17%
12,908
+1,903
149
$1.11M 0.17%
44,964
-902
150
$1.11M 0.17%
19,485
+840
4 5
6
7 8