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
176
$2.23M 0.11%
60,876
+2,830
177
$2.2M 0.11%
28,993
+2,662
178
$2.19M 0.11%
91,362
-709
179
$2.16M 0.11%
47,356
+1,935
180
$2.14M 0.11%
50,739
+3,441
181
$2.13M 0.11%
22,887
+3,324
182
$2.13M 0.11%
20,267
-2,955
183
$2.13M 0.11%
28,623
+13,209
184
$2.1M 0.11%
66,233
-22,149
185
$2.05M 0.11%
9,182
+1,228
186
$2.04M 0.1%
132,930
+67,680
187
$2.02M 0.1%
57,146
-18,035
188
$2.01M 0.1%
43,682
+130
189
$2.01M 0.1%
41,214
+151
190
$2M 0.1%
66,796
+12,826
191
$2M 0.1%
181,900
+17,127
192
$2M 0.1%
24,728
+12,604
193
$1.99M 0.1%
8,705
-18
194
$1.98M 0.1%
10,545
+889
195
$1.98M 0.1%
26,977
-1,135
196
$1.96M 0.1%
65,045
+9,884
197
$1.95M 0.1%
11,357
+1,271
198
$1.93M 0.1%
35,846
+12,711
199
$1.92M 0.1%
15,867
+1,479
200
$1.92M 0.1%
9,043
+6,860
6 7
8
9 10