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
1
$119M 4.66%
279,382
-14,229
2
$109M 4.24%
1,187,181
+330,076
3
$108M 4.22%
632,701
+10,949
4
$89.4M 3.49%
208,119
+1,641
5
$65.3M 2.55%
206,863
+10,244
6
$62.1M 2.42%
177,417
+2,252
7
$60.6M 2.36%
548,651
-229,631
8
$34.5M 1.35%
376,066
+115,863
9
$31M 1.21%
86,529
-3,805
10
$29.2M 1.14%
74,381
+256
11
$26.6M 1.04%
608,383
+4,178
12
$26.2M 1.02%
168,538
+8,061
13
$23.2M 0.91%
182,757
-1,302
14
$21.1M 0.82%
893,505
+38,757
15
$20M 0.78%
459,812
+17,098
16
$19.5M 0.76%
141,650
+12,799
17
$19.3M 0.75%
117,585
+47,404
18
$19.1M 0.75%
356,955
+10,357
19
$18.7M 0.73%
181,139
-1,132
20
$18M 0.7%
137,926
-5,034
21
$16.7M 0.65%
78,596
-2,963
22
$15.9M 0.62%
342,570
+81,261
23
$15.8M 0.62%
167,869
-103,770
24
$15M 0.59%
253,102
+202,184
25
$14.7M 0.57%
296,939
+25,635
1
2 3 4 5