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
476
$1.04M 0.03%
27,331
-117
477
$1.04M 0.03%
11,673
-1,210
478
$1.04M 0.03%
14,499
+2,123
479
$1.04M 0.03%
963
+7
480
$1.03M 0.03%
54,627
-4,795
481
$1.03M 0.03%
10,609
-796
482
$1.03M 0.03%
21,352
-1,324
483
$1.01M 0.03%
4,514
-4,062
484
$1.01M 0.03%
15,705
+634
485
$1.01M 0.03%
75,989
-30,840
486
$1M 0.03%
+33,549
487
$999K 0.03%
36,894
+2,810
488
$996K 0.03%
7,498
-373
489
$989K 0.03%
19,376
-16
490
$988K 0.03%
7,018
+1,028
491
$981K 0.03%
12,524
+1,177
492
$981K 0.03%
8,629
+8
493
$977K 0.03%
9,097
-27,631
494
$976K 0.03%
6,979
-187
495
$973K 0.03%
36,032
-13,285
496
$968K 0.03%
104,313
-264
497
$968K 0.03%
9,739
+1,000
498
$959K 0.03%
5,423
+584
499
$958K 0.03%
3,606
-128
500
$955K 0.03%
13,295
+669
18 19
20
21 22