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
376
$1.37M 0.04%
14,169
+9,024
377
$1.37M 0.04%
24,172
378
$1.37M 0.04%
73,884
-4,579
379
$1.37M 0.04%
25,727
+296
380
$1.36M 0.04%
6,915
+196
381
$1.35M 0.04%
3,904
-445
382
$1.35M 0.04%
18,181
-3,464
383
$1.35M 0.04%
60,827
+29,490
384
$1.35M 0.04%
13,744
-1,804
385
$1.35M 0.04%
6,476
-37
386
$1.35M 0.04%
7,571
+282
387
$1.34M 0.04%
3,314
-2,873
388
$1.34M 0.04%
22,006
+305
389
$1.34M 0.04%
4,464
-1,412
390
$1.34M 0.04%
58,462
-3,596
391
$1.33M 0.04%
12,350
+1,417
392
$1.32M 0.04%
45,549
+2,117
393
$1.31M 0.04%
6,874
+1,527
394
$1.31M 0.04%
+48,635
395
$1.3M 0.04%
13,843
-688
396
$1.3M 0.04%
+55,339
397
$1.3M 0.04%
53,295
+2,723
398
$1.3M 0.04%
51,929
+123
399
$1.3M 0.04%
9,810
+3,078
400
$1.29M 0.04%
34,676
+243
14 15
16
17 18