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
701
$493K 0.01%
18,509
+3,394
702
$492K 0.01%
14,193
+25
703
$492K 0.01%
1,094
+157
704
$492K 0.01%
1,149
+31
705
$490K 0.01%
16,137
-3,323
706
$490K 0.01%
3,240
-177
707
$487K 0.01%
14,582
+1,803
708
$487K 0.01%
7,679
+291
709
$486K 0.01%
10,119
-2,536
710
$484K 0.01%
5,842
+2,744
711
$484K 0.01%
1,829
+3
712
$484K 0.01%
12,404
-1,886
713
$484K 0.01%
13,670
-128
714
$483K 0.01%
2,659
-1,842
715
$481K 0.01%
12,064
+250
716
$480K 0.01%
2,720
-304
717
$480K 0.01%
1,919
+767
718
$479K 0.01%
19,215
-1,294
719
$479K 0.01%
20,300
-375
720
$476K 0.01%
870
+47
721
$475K 0.01%
11,128
-1,902
722
$475K 0.01%
10,911
-1,333
723
$475K 0.01%
10,242
724
$471K 0.01%
4,870
-5,378
725
$470K 0.01%
5,018
-10,010
27 28
29
30 31