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
676
$530K 0.02%
+3,730
677
$530K 0.02%
11,037
+4,888
678
$527K 0.02%
4,486
-511
679
$525K 0.02%
27,865
-1,225
680
$520K 0.02%
4,207
-235
681
$519K 0.02%
4,814
+350
682
$519K 0.02%
14,098
-164
683
$518K 0.02%
7,706
+3,502
684
$513K 0.02%
2,664
-6,972
685
$513K 0.02%
+21,040
686
$512K 0.02%
21,151
+594
687
$505K 0.02%
5,933
+365
688
$505K 0.02%
1,517
-366
689
$504K 0.02%
11,049
-10,130
690
$503K 0.02%
+27,420
691
$503K 0.02%
20,001
-29,972
692
$500K 0.02%
12,002
-25,542
693
$499K 0.02%
4,955
+2,273
694
$499K 0.02%
30,586
+4,117
695
$498K 0.02%
23,758
-10,643
696
$497K 0.02%
12,007
-706
697
$496K 0.02%
5,336
+25
698
$496K 0.02%
639
+290
699
$495K 0.01%
14,274
+3,877
700
$494K 0.01%
+17,107
26 27
28
29 30