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
401
$1.29M 0.04%
7,482
+3,176
402
$1.28M 0.04%
150,120
403
$1.28M 0.04%
76,223
-24,237
404
$1.28M 0.04%
35,510
-524
405
$1.28M 0.04%
8,905
+7,258
406
$1.28M 0.04%
56,115
-21,263
407
$1.26M 0.04%
19,984
-5,021
408
$1.26M 0.04%
+35,242
409
$1.26M 0.04%
55,884
+1,637
410
$1.26M 0.04%
10,192
411
$1.26M 0.04%
4,287
-3,045
412
$1.26M 0.04%
+34,406
413
$1.25M 0.04%
8,888
+339
414
$1.25M 0.04%
70,868
+14,118
415
$1.24M 0.04%
61,527
-90
416
$1.24M 0.04%
16,197
+766
417
$1.24M 0.04%
24,396
-45,346
418
$1.23M 0.04%
+11,401
419
$1.23M 0.04%
4,060
+285
420
$1.23M 0.04%
+53,168
421
$1.23M 0.04%
25,357
+1,500
422
$1.22M 0.04%
4,953
423
$1.22M 0.04%
103,064
-15
424
$1.22M 0.04%
17,917
+753
425
$1.21M 0.04%
20,304
-127
15 16
17
18 19