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
451
$1.11M 0.03%
35,655
-4,487
452
$1.11M 0.03%
41,223
-948
453
$1.11M 0.03%
+12,707
454
$1.11M 0.03%
3,651
-752
455
$1.11M 0.03%
+43,925
456
$1.1M 0.03%
25,244
-1,338
457
$1.1M 0.03%
7,015
-763
458
$1.1M 0.03%
10,889
+186
459
$1.1M 0.03%
84,090
+3,961
460
$1.09M 0.03%
27,814
-4,444
461
$1.09M 0.03%
71,569
-9,905
462
$1.09M 0.03%
4,564
-14,108
463
$1.08M 0.03%
9,133
+78
464
$1.08M 0.03%
9,544
+1,950
465
$1.08M 0.03%
22,857
-811
466
$1.08M 0.03%
26,302
+1,035
467
$1.07M 0.03%
61,627
-123,035
468
$1.07M 0.03%
6,657
+863
469
$1.06M 0.03%
30,412
-11,472
470
$1.06M 0.03%
4,085
-351
471
$1.05M 0.03%
31,844
+8,567
472
$1.04M 0.03%
31,361
+1,250
473
$1.04M 0.03%
19,693
+2,963
474
$1.04M 0.03%
37,723
+1,850
475
$1.04M 0.03%
+12,059
17 18
19
20 21