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
351
$1.46M 0.04%
13,341
+2,835
352
$1.45M 0.04%
134,681
-15
353
$1.45M 0.04%
431,912
354
$1.44M 0.04%
31,939
-7,647
355
$1.44M 0.04%
28,384
+483
356
$1.44M 0.04%
9,708
-1,100
357
$1.43M 0.04%
46,235
+5,903
358
$1.43M 0.04%
14,642
+551
359
$1.42M 0.04%
28,555
-995
360
$1.42M 0.04%
2,347
+363
361
$1.41M 0.04%
42,378
+394
362
$1.41M 0.04%
22,183
+14
363
$1.41M 0.04%
2,214
+291
364
$1.4M 0.04%
7,279
-102
365
$1.4M 0.04%
34,550
366
$1.4M 0.04%
6,932
+281
367
$1.39M 0.04%
56,090
-8,413
368
$1.39M 0.04%
22,620
-21,084
369
$1.39M 0.04%
81,288
-7,335
370
$1.39M 0.04%
27,856
+1,590
371
$1.38M 0.04%
90,681
-206
372
$1.38M 0.04%
17,025
-5,082
373
$1.38M 0.04%
17,673
-11
374
$1.38M 0.04%
4,549
+623
375
$1.38M 0.04%
69,599
+1,970
13 14
15
16 17