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
26
$15.9M 0.48%
73,825
-31,709
27
$15.3M 0.46%
622,256
+36,924
28
$14.8M 0.45%
577,005
+237
29
$14.5M 0.44%
528,588
-49,575
30
$14.3M 0.43%
223,231
+21,844
31
$14.2M 0.43%
155,372
+64,797
32
$14.2M 0.43%
310,475
+43,168
33
$14M 0.42%
88,132
+11,663
34
$13.7M 0.41%
228,661
-31,813
35
$13.6M 0.41%
87,153
-2,865
36
$13.3M 0.4%
59,870
+35,169
37
$13.2M 0.4%
573,422
+28,262
38
$12.8M 0.39%
48,956
+601
39
$12.7M 0.38%
458,117
+47,242
40
$12.4M 0.37%
106,521
+18,705
41
$12.3M 0.37%
15,043
+990
42
$12.1M 0.37%
121,994
-5,683
43
$12.1M 0.37%
258,884
+25,602
44
$11.8M 0.36%
234,152
-51,714
45
$11.7M 0.35%
130,329
+10,517
46
$11.6M 0.35%
32,128
+5,722
47
$11.4M 0.34%
237,847
+34,949
48
$11.4M 0.34%
121,902
-15,231
49
$11.3M 0.34%
88,568
+422
50
$11.3M 0.34%
309,352
+17,505
1
2
3 4 5