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
151
$2.68M 0.14%
64,528
+33,635
152
$2.66M 0.14%
25,969
+1,941
153
$2.64M 0.14%
16,182
+6,310
154
$2.64M 0.14%
9,435
+38
155
$2.62M 0.13%
22,051
+1,888
156
$2.6M 0.13%
43,752
-389
157
$2.59M 0.13%
66,712
+951
158
$2.56M 0.13%
48,699
+3,448
159
$2.56M 0.13%
19,919
-10,485
160
$2.54M 0.13%
26,292
+2,337
161
$2.51M 0.13%
+25,043
162
$2.49M 0.13%
39,268
+2,420
163
$2.42M 0.12%
67,727
+1,164
164
$2.42M 0.12%
35,059
-94,079
165
$2.41M 0.12%
41,397
+1,842
166
$2.38M 0.12%
28,671
-35
167
$2.37M 0.12%
13,893
+314
168
$2.34M 0.12%
122,563
+4,241
169
$2.33M 0.12%
14,107
+284
170
$2.31M 0.12%
27,840
+5,836
171
$2.29M 0.12%
102,465
-5,781
172
$2.28M 0.12%
44,515
+22,891
173
$2.26M 0.12%
44,999
+9,178
174
$2.26M 0.12%
47,649
-504
175
$2.25M 0.12%
45,795
+64
5 6
7
8 9