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
251
$2.25M 0.07%
62,396
+32,531
252
$2.24M 0.07%
9,243
-2,022
253
$2.24M 0.07%
19,867
+2,769
254
$2.23M 0.07%
85,805
+48,612
255
$2.19M 0.07%
25,314
-1,267
256
$2.19M 0.07%
15,499
+369
257
$2.18M 0.07%
29,680
+1,795
258
$2.18M 0.07%
47,468
+12,864
259
$2.18M 0.07%
56,906
+3,652
260
$2.18M 0.07%
102,307
+12,070
261
$2.16M 0.07%
81,718
-3,010
262
$2.16M 0.07%
36,002
-14,251
263
$2.15M 0.06%
10,701
-32
264
$2.14M 0.06%
8,383
+501
265
$2.14M 0.06%
6,549
+835
266
$2.13M 0.06%
38,019
-722
267
$2.12M 0.06%
35,877
-1,956
268
$2.1M 0.06%
11,342
+3
269
$2.1M 0.06%
93,840
+10,542
270
$2.1M 0.06%
28,071
+1,360
271
$2.09M 0.06%
12,284
-1,652
272
$2.08M 0.06%
2,675
+482
273
$2.08M 0.06%
13,039
-57
274
$2.04M 0.06%
36,208
+13,598
275
$2.02M 0.06%
364,577
-11,431
9 10
11
12 13