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
576
$745K 0.02%
8,498
+300
577
$740K 0.02%
850
+4
578
$736K 0.02%
12,699
-100
579
$733K 0.02%
+11,345
580
$729K 0.02%
7,635
-709
581
$728K 0.02%
11,147
-479
582
$727K 0.02%
2,932
+301
583
$727K 0.02%
3,177
-379
584
$723K 0.02%
19,740
-999
585
$723K 0.02%
4,537
+745
586
$723K 0.02%
35,073
+10,148
587
$722K 0.02%
5,380
588
$721K 0.02%
192
-23
589
$719K 0.02%
4,178
-320
590
$719K 0.02%
11,153
-654
591
$717K 0.02%
12,161
-8,408
592
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593
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8,701
-486
594
$715K 0.02%
1,459
-12
595
$714K 0.02%
+35,044
596
$714K 0.02%
13,986
-1,923
597
$709K 0.02%
27,776
-2,128
598
$707K 0.02%
2,428
+23
599
$707K 0.02%
21,725
+314
600
$701K 0.02%
14,992
-21
22 23
24
25 26