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
151
$3.67M 0.14%
41,496
+23,926
152
$3.67M 0.14%
9,512
-101
153
$3.66M 0.14%
121,512
+3,697
154
$3.55M 0.14%
38,935
-1,456
155
$3.52M 0.14%
70,534
+3,338
156
$3.41M 0.13%
32,921
+3,717
157
$3.4M 0.13%
71,449
-10,029
158
$3.34M 0.13%
98,025
-7,294
159
$3.33M 0.13%
134,248
+107,242
160
$3.32M 0.13%
36,370
-2,482
161
$3.28M 0.13%
36,987
-7,999
162
$3.27M 0.13%
63,869
+32,661
163
$3.25M 0.13%
32,020
+3,154
164
$3.24M 0.13%
70,922
+35,016
165
$3.22M 0.13%
193,485
+1,503
166
$3.21M 0.13%
+71,814
167
$3.21M 0.13%
34,643
+149
168
$3.2M 0.12%
7,003
+6,233
169
$3.19M 0.12%
53,637
+5,482
170
$3.12M 0.12%
29,733
+3,428
171
$3.09M 0.12%
137,106
+34,218
172
$3.08M 0.12%
41,279
+4,270
173
$3.07M 0.12%
39,985
+31,568
174
$2.85M 0.11%
49,523
+853
175
$2.84M 0.11%
36,410
+396
5 6
7
8 9