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
651
$578K 0.02%
25,371
-6,772
652
$576K 0.02%
+6,981
653
$576K 0.02%
24,003
-360
654
$571K 0.02%
4,669
-795
655
$570K 0.02%
23,794
-4,780
656
$568K 0.02%
19,927
+511
657
$565K 0.02%
6,063
+750
658
$560K 0.02%
2,156
-122
659
$558K 0.02%
5,535
+1,870
660
$558K 0.02%
27,560
-26
661
$555K 0.02%
2,525
+240
662
$554K 0.02%
7,205
-40
663
$554K 0.02%
3,268
-725
664
$553K 0.02%
7,316
+950
665
$547K 0.02%
7,249
+174
666
$547K 0.02%
13,346
-935
667
$546K 0.02%
22,081
+1,155
668
$546K 0.02%
660
-26
669
$545K 0.02%
12,874
+2,719
670
$538K 0.02%
4,976
+410
671
$535K 0.02%
21,379
-1,316
672
$534K 0.02%
11,743
+1,079
673
$534K 0.02%
+20,753
674
$534K 0.02%
26,597
+3,544
675
$531K 0.02%
12,998
+5,159
25 26
27
28 29