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
526
$870K 0.03%
18,330
-2,380
527
$869K 0.03%
6,852
-54
528
$869K 0.03%
14,277
-2,739
529
$868K 0.03%
9,651
+491
530
$862K 0.03%
33,897
+549
531
$861K 0.03%
12,340
-834
532
$860K 0.03%
3,473
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533
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+3,780
534
$858K 0.03%
10,176
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535
$856K 0.03%
34,440
536
$856K 0.03%
8,639
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537
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12,220
+1,636
538
$849K 0.03%
5,217
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539
$845K 0.03%
43,552
+9,094
540
$845K 0.03%
521
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541
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543
$835K 0.03%
14,683
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544
$834K 0.03%
7,568
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545
$833K 0.03%
5,359
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546
$833K 0.03%
5,022
-151
547
$832K 0.03%
6,059
-268
548
$831K 0.03%
20,591
-1,297
549
$830K 0.03%
44,155
-2,055
550
$816K 0.02%
8,457
-864
20 21
22
23 24