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
201
$2.47M 0.1%
+98,968
202
$2.46M 0.1%
34,193
-151
203
$2.46M 0.1%
46,147
+199
204
$2.42M 0.09%
100,915
-4,787
205
$2.41M 0.09%
24,888
-52
206
$2.41M 0.09%
10,257
-753
207
$2.41M 0.09%
15,153
+2,470
208
$2.41M 0.09%
87,838
+2,260
209
$2.39M 0.09%
27,060
+577
210
$2.39M 0.09%
42,981
-1,426
211
$2.38M 0.09%
52,105
-1,605
212
$2.37M 0.09%
12,339
+522
213
$2.35M 0.09%
33,715
-2,050
214
$2.35M 0.09%
26,491
-22,784
215
$2.28M 0.09%
25,032
-5,000
216
$2.28M 0.09%
11,682
+194
217
$2.27M 0.09%
94,523
-44,478
218
$2.26M 0.09%
17,274
+11,143
219
$2.25M 0.09%
11,103
+1,909
220
$2.21M 0.09%
43,996
+26,188
221
$2.21M 0.09%
65,690
-11,847
222
$2.19M 0.09%
37,719
-5,721
223
$2.18M 0.09%
27,856
-717
224
$2.18M 0.09%
91,542
+52,973
225
$2.17M 0.08%
85,503
+6,601
7 8
9
10 11