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
176
$948K 0.14%
4,574
-240
177
$945K 0.14%
5,649
+146
178
$945K 0.14%
5,811
+768
179
$941K 0.14%
239,382
-50,618
180
$925K 0.14%
28,861
-13,933
181
$920K 0.14%
+18,767
182
$917K 0.14%
8,499
-160
183
$901K 0.14%
16,709
+1,288
184
$900K 0.14%
11,878
-831
185
$889K 0.14%
11,372
-560
186
$886K 0.13%
14,187
+205
187
$885K 0.13%
6,214
-5,734
188
$881K 0.13%
27,316
+11,923
189
$875K 0.13%
5,499
+3,085
190
$875K 0.13%
36,268
+13,388
191
$874K 0.13%
12,911
+281
192
$872K 0.13%
20,144
+1,733
193
$861K 0.13%
20,997
+6,603
194
$857K 0.13%
+29,722
195
$845K 0.13%
5,963
+866
196
$844K 0.13%
+80,400
197
$834K 0.13%
26,631
+3,981
198
$831K 0.13%
12,800
199
$831K 0.13%
162,700
-19,400
200
$828K 0.13%
+10,351
6 7
8
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