MA

Mutual Advisors Portfolio holdings

AUM $4.66B
1-Year Est. Return 17.21%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.94B
AUM Growth
+$433M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
937
New
Increased
Reduced
Closed

Top Buys

1
+$120M
2
+$67M
3
+$36.2M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$16.2M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$13.3M

Top Sells

1
+$16.3M
2
+$5.89M
3
+$3.77M
4
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$2.59M
5
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$1.74M

Sector Composition

1 Technology 9.83%
2 Financials 5.09%
3 Consumer Discretionary 4.18%
4 Healthcare 3.94%
5 Communication Services 2.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$436K 0.02%
15,246
602
$435K 0.02%
5,310
-4,584
603
$435K 0.02%
8,600
+325
604
$433K 0.02%
8,956
-2,274
605
$433K 0.02%
4,188
+128
606
$432K 0.02%
6,559
+1,069
607
$428K 0.02%
2,721
+19
608
$427K 0.02%
6,629
+200
609
$427K 0.02%
+19,552
610
$422K 0.02%
+63,575
611
$421K 0.02%
+16,011
612
$420K 0.02%
+9,602
613
$418K 0.02%
13,446
-192
614
$415K 0.02%
13,910
615
$414K 0.02%
16,611
-5,425
616
$413K 0.02%
2,027
-240
617
$411K 0.02%
+8,316
618
$410K 0.02%
6,424
+191
619
$410K 0.02%
2,762
-188
620
$409K 0.02%
+18,949
621
$408K 0.02%
4,945
+179
622
$408K 0.02%
+13,698
623
$407K 0.02%
+4,556
624
$407K 0.02%
7,396
-2,610
625
$404K 0.02%
+4,356
23 24
25
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