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
626
$632K 0.02%
10,034
+31
627
$632K 0.02%
16,105
+5,348
628
$631K 0.02%
4,446
-182
629
$627K 0.02%
33,341
+4,473
630
$627K 0.02%
1,471
-702
631
$621K 0.02%
64,549
-2,319
632
$618K 0.02%
6,129
+374
633
$617K 0.02%
6,854
+366
634
$617K 0.02%
12,340
+2,278
635
$615K 0.02%
8,975
+1,290
636
$601K 0.02%
+26,567
637
$601K 0.02%
43,773
+6,840
638
$600K 0.02%
10,915
+1,570
639
$595K 0.02%
13,416
+700
640
$594K 0.02%
10,442
-436
641
$592K 0.02%
+3,096
642
$591K 0.02%
12,201
-4,348
643
$588K 0.02%
12,292
+3,715
644
$588K 0.02%
1,326
-127
645
$587K 0.02%
3,418
+212
646
$585K 0.02%
5,192
647
$585K 0.02%
15,800
-120
648
$583K 0.02%
8,484
-162
649
$580K 0.02%
10,835
-514
650
$580K 0.02%
3,939
+294
24 25
26
27 28