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
$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
1
$124M 6.4%
348,139
+303,366
2
$78.5M 4.04%
567,908
+46,223
3
$67.2M 3.46%
699,807
+660,254
4
$61M 3.14%
170,132
+18,961
5
$43.7M 2.25%
187,598
+24,328
6
$40.7M 2.09%
369,737
+328,604
7
$33.9M 1.74%
126,864
+56,951
8
$30.3M 1.56%
302,710
+225,148
9
$25.3M 1.3%
262,590
+100,797
10
$24M 1.23%
73,051
+34,962
11
$19.3M 0.99%
170,953
+17,017
12
$18.4M 0.95%
505,712
+327,118
13
$17.2M 0.88%
127,220
+12,512
14
$13.7M 0.7%
142,826
+20,486
15
$13.6M 0.7%
143,184
+5,014
16
$12.8M 0.66%
48,120
+3,588
17
$12.2M 0.63%
552,243
+272,514
18
$12M 0.62%
148,147
+48,399
19
$11.6M 0.59%
456,312
+11,029
20
$11.5M 0.59%
259,006
+41,857
21
$10.9M 0.56%
558,327
+11,001
22
$10.8M 0.55%
87,061
+17,218
23
$10.6M 0.55%
74,056
+4,284
24
$10.6M 0.55%
211,458
+110,624
25
$10.3M 0.53%
360,638
+21,053
1
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