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
326
$1.61M 0.05%
120,610
-773
327
$1.61M 0.05%
9,031
+66
328
$1.6M 0.05%
20,519
-25,533
329
$1.6M 0.05%
32,222
-2,172
330
$1.6M 0.05%
27,049
-7,023
331
$1.59M 0.05%
16,868
+164
332
$1.59M 0.05%
56,556
+19
333
$1.57M 0.05%
5,295
+1,344
334
$1.57M 0.05%
182,152
335
$1.56M 0.05%
102,573
+17,019
336
$1.55M 0.05%
27,395
-1,808
337
$1.54M 0.05%
22,413
+4,191
338
$1.53M 0.05%
76,836
-10,306
339
$1.53M 0.05%
11,593
+113
340
$1.52M 0.05%
5,962
+79
341
$1.52M 0.05%
25,404
+296
342
$1.52M 0.05%
2,870
+187
343
$1.5M 0.05%
18,495
+393
344
$1.5M 0.05%
54,792
-3,315
345
$1.48M 0.04%
32,465
+2,483
346
$1.47M 0.04%
33,110
+979
347
$1.46M 0.04%
60,068
+2,140
348
$1.46M 0.04%
57,824
+22,464
349
$1.46M 0.04%
18,236
-2,168
350
$1.46M 0.04%
18,675
-385
12 13
14
15 16