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
501
$949K 0.03%
21,489
-31,597
502
$942K 0.03%
20,200
-837
503
$940K 0.03%
9,340
+543
504
$940K 0.03%
29,979
+4,844
505
$939K 0.03%
15,621
+9,173
506
$937K 0.03%
24,724
-125
507
$936K 0.03%
20,186
+2,776
508
$936K 0.03%
+31,412
509
$934K 0.03%
31,492
-15,500
510
$927K 0.03%
13,847
-20,081
511
$924K 0.03%
9,686
+361
512
$924K 0.03%
4,961
+3,903
513
$922K 0.03%
9,163
-499
514
$900K 0.03%
81,782
+1,811
515
$896K 0.03%
18,035
-1,303
516
$894K 0.03%
4,158
-175
517
$886K 0.03%
30,951
-9,092
518
$883K 0.03%
39,050
519
$881K 0.03%
+25,907
520
$879K 0.03%
43,220
-4,327
521
$877K 0.03%
23,631
+3,329
522
$876K 0.03%
34,625
+998
523
$876K 0.03%
15,275
-1,548
524
$874K 0.03%
40,000
525
$871K 0.03%
25,101
19 20
21
22 23