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
$3.31B
AUM Growth
+$194M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,174
New
Increased
Reduced
Closed

Top Buys

1
+$11.5M
2
+$10.5M
3
+$8.26M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$8M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$7.99M

Top Sells

1
+$10M
2
+$7.92M
3
+$7.47M
4
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$7.17M
5
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$7.02M

Sector Composition

1 Technology 11.82%
2 Financials 6.9%
3 Healthcare 4.59%
4 Consumer Discretionary 3.59%
5 Communication Services 3.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.61M 0.08%
57,533
-308
227
$2.61M 0.08%
43,552
228
$2.57M 0.08%
8,617
-393
229
$2.57M 0.08%
32,764
-3,930
230
$2.56M 0.08%
48,511
+8,413
231
$2.55M 0.08%
23,453
-5,599
232
$2.53M 0.08%
49,840
-2,318
233
$2.53M 0.08%
43,336
-1,943
234
$2.52M 0.08%
23,520
+1,987
235
$2.51M 0.08%
15,608
-1,894
236
$2.51M 0.08%
47,021
+29,751
237
$2.5M 0.08%
60,898
+19,162
238
$2.49M 0.08%
110,192
-409
239
$2.48M 0.08%
31,621
-10,644
240
$2.44M 0.07%
92,722
-8,180
241
$2.39M 0.07%
19,113
-574
242
$2.39M 0.07%
44,590
+5,177
243
$2.36M 0.07%
83,012
+3,435
244
$2.35M 0.07%
52,172
+1,358
245
$2.33M 0.07%
8,457
+244
246
$2.32M 0.07%
24,891
-331
247
$2.31M 0.07%
27,782
+1,084
248
$2.29M 0.07%
21,845
-3,817
249
$2.28M 0.07%
47,751
+23,704
250
$2.26M 0.07%
18,846
+1,560
8 9
10
11 12