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
601
$700K 0.02%
5,469
-862
602
$694K 0.02%
8,796
-211
603
$692K 0.02%
3,042
+76
604
$683K 0.02%
3,198
+222
605
$677K 0.02%
13,920
+1,012
606
$674K 0.02%
3,907
+1,064
607
$672K 0.02%
5,749
+162
608
$671K 0.02%
+25,948
609
$667K 0.02%
+6,713
610
$666K 0.02%
5,331
-817
611
$662K 0.02%
40,749
+48
612
$661K 0.02%
80,412
+3,568
613
$660K 0.02%
6,495
+2,631
614
$660K 0.02%
33,081
+2,036
615
$658K 0.02%
10,167
+60
616
$655K 0.02%
20,040
+7,606
617
$653K 0.02%
7,748
-525
618
$648K 0.02%
28,559
+376
619
$644K 0.02%
27,572
+693
620
$641K 0.02%
12,758
+1,756
621
$641K 0.02%
55,420
+280
622
$638K 0.02%
37,549
+5,494
623
$638K 0.02%
36,516
-15,750
624
$638K 0.02%
14,751
+699
625
$633K 0.02%
14,738
-2,173
23 24
25
26 27