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
426
$1.21M 0.04%
51,237
-2,929
427
$1.2M 0.04%
+173,929
428
$1.2M 0.04%
+4,266
429
$1.19M 0.04%
10,772
-72
430
$1.19M 0.04%
10,913
-1,121
431
$1.19M 0.04%
41,806
+5,181
432
$1.18M 0.04%
23,194
+9,094
433
$1.18M 0.04%
6,389
-231
434
$1.18M 0.04%
6,293
-35,284
435
$1.18M 0.04%
22,315
-2,753
436
$1.18M 0.04%
30,955
-2,845
437
$1.18M 0.04%
99,449
+59
438
$1.17M 0.04%
164,692
439
$1.17M 0.04%
+26,771
440
$1.17M 0.04%
37,681
+8,541
441
$1.17M 0.04%
380
+65
442
$1.17M 0.04%
3,747
-574
443
$1.16M 0.04%
37,172
+4,114
444
$1.14M 0.03%
43,485
+65
445
$1.13M 0.03%
20,090
+81
446
$1.13M 0.03%
26,528
+196
447
$1.12M 0.03%
12,530
+472
448
$1.12M 0.03%
20,478
-562
449
$1.12M 0.03%
10,465
-214
450
$1.12M 0.03%
136,490
+2,474
16 17
18
19 20