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
126
$3.19M 0.16%
64,546
+11,228
127
$3.12M 0.16%
43,381
+27,141
128
$3.08M 0.16%
64,036
+6,828
129
$3.06M 0.16%
9,471
-315
130
$3.06M 0.16%
42,141
+15,553
131
$3M 0.15%
126,212
-4,047
132
$3M 0.15%
213,314
-4,000
133
$2.99M 0.15%
148,392
-8,262
134
$2.99M 0.15%
49,729
+2,260
135
$2.96M 0.15%
33,899
+9,247
136
$2.94M 0.15%
34,850
+15,465
137
$2.9M 0.15%
189,398
+11,140
138
$2.9M 0.15%
40,662
+2,109
139
$2.87M 0.15%
39,001
-1,216
140
$2.83M 0.15%
25,421
+570
141
$2.83M 0.15%
37,869
+12,195
142
$2.77M 0.14%
197,871
-24,702
143
$2.76M 0.14%
177,525
+13,308
144
$2.76M 0.14%
57,247
+7,340
145
$2.76M 0.14%
23,615
+1,762
146
$2.75M 0.14%
16,785
+125
147
$2.73M 0.14%
31,757
-1,638
148
$2.73M 0.14%
95,309
+52
149
$2.71M 0.14%
40,335
+155
150
$2.69M 0.14%
26,217
+12,515
4 5
6
7 8