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
551
$815K 0.02%
6,630
-10
552
$810K 0.02%
22,377
-78,067
553
$807K 0.02%
33,106
-3,144
554
$807K 0.02%
11,020
+2,339
555
$806K 0.02%
10,216
-377
556
$803K 0.02%
+36,836
557
$797K 0.02%
6,430
-372
558
$794K 0.02%
20,347
559
$788K 0.02%
24,127
-3,580
560
$780K 0.02%
22,992
-1,454
561
$777K 0.02%
30,302
+1,116
562
$777K 0.02%
26,154
+5,118
563
$775K 0.02%
3,308
+424
564
$775K 0.02%
33,518
-8,210
565
$771K 0.02%
9,857
-105
566
$769K 0.02%
4,123
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567
$768K 0.02%
2,822
-6
568
$767K 0.02%
22,315
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569
$766K 0.02%
19,148
+6,869
570
$765K 0.02%
11,408
-333
571
$763K 0.02%
18,082
-1,219
572
$758K 0.02%
40,227
-166,351
573
$757K 0.02%
3,530
-14
574
$757K 0.02%
195,500
+33,200
575
$745K 0.02%
14,096
-425
21 22
23
24 25