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
276
$2.01M 0.06%
9,769
+3,856
277
$2.01M 0.06%
33,195
+8,259
278
$1.98M 0.06%
14,815
+788
279
$1.98M 0.06%
52,884
+1,271
280
$1.98M 0.06%
168,033
+260
281
$1.96M 0.06%
18,652
+40
282
$1.95M 0.06%
4,093
-18
283
$1.94M 0.06%
38,207
-8,625
284
$1.93M 0.06%
32,930
-6,283
285
$1.92M 0.06%
36,148
-23,196
286
$1.92M 0.06%
37,351
-132
287
$1.89M 0.06%
16,618
-1,213
288
$1.89M 0.06%
32,005
+605
289
$1.88M 0.06%
23,558
+16,075
290
$1.88M 0.06%
+58,173
291
$1.85M 0.06%
61,763
-9,161
292
$1.84M 0.06%
3,689
+433
293
$1.84M 0.06%
40,776
+356
294
$1.83M 0.06%
10,996
-4,091
295
$1.83M 0.06%
20,490
+3,190
296
$1.82M 0.05%
146,312
-10,816
297
$1.82M 0.05%
19,991
+13,714
298
$1.81M 0.05%
6,906
-1,303
299
$1.8M 0.05%
28,259
+21,633
300
$1.8M 0.05%
2,202
+296
10 11
12
13 14