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
301
$1.78M 0.05%
17,759
-193
302
$1.77M 0.05%
51,489
-8,277
303
$1.77M 0.05%
84,254
+52,914
304
$1.77M 0.05%
76,862
-16,339
305
$1.75M 0.05%
7,055
+60
306
$1.75M 0.05%
39,575
+16
307
$1.73M 0.05%
21,865
+462
308
$1.73M 0.05%
59,831
-42,992
309
$1.72M 0.05%
28,171
-1,508
310
$1.7M 0.05%
44,266
+8,902
311
$1.7M 0.05%
4,517
-1,631
312
$1.7M 0.05%
5,105
+96
313
$1.69M 0.05%
76,545
+8,176
314
$1.68M 0.05%
102,947
+18,877
315
$1.68M 0.05%
19,402
-637
316
$1.68M 0.05%
64,080
-2,346
317
$1.67M 0.05%
45,603
+3,226
318
$1.66M 0.05%
45,692
-1,303
319
$1.66M 0.05%
22,633
+1,611
320
$1.65M 0.05%
6,088
-82
321
$1.65M 0.05%
16,063
+3,240
322
$1.64M 0.05%
133,152
-11,076
323
$1.64M 0.05%
35,611
-4,113
324
$1.63M 0.05%
2,692
+1,424
325
$1.62M 0.05%
33,178
-2,918
11 12
13
14 15