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
176
$2.82M 0.11%
15,934
-7,416
177
$2.79M 0.11%
40,605
+5,514
178
$2.74M 0.11%
50,523
+629
179
$2.73M 0.11%
103,061
+19,376
180
$2.71M 0.11%
26,433
-5,386
181
$2.7M 0.11%
72,294
+6,885
182
$2.69M 0.11%
41,279
+805
183
$2.69M 0.1%
56,922
-1,662
184
$2.68M 0.1%
137,473
-44
185
$2.66M 0.1%
26,890
+2,272
186
$2.66M 0.1%
5
-7
187
$2.66M 0.1%
24,024
+4,952
188
$2.65M 0.1%
126,324
+54,150
189
$2.65M 0.1%
38,381
-9,126
190
$2.63M 0.1%
26,157
+20,381
191
$2.62M 0.1%
27,640
+510
192
$2.61M 0.1%
51,798
+9,302
193
$2.61M 0.1%
31,069
-2,060
194
$2.58M 0.1%
34,049
+2,444
195
$2.56M 0.1%
65,854
+2,426
196
$2.55M 0.1%
25,181
+6,540
197
$2.53M 0.1%
55,133
-1,170
198
$2.52M 0.1%
+90,466
199
$2.49M 0.1%
44,143
+554
200
$2.47M 0.1%
11,899
+572
6 7
8
9 10