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
51
$11.3M 0.34%
354,712
+2,492
52
$11.1M 0.34%
214,276
+20,005
53
$11M 0.33%
19,489
-187
54
$10.9M 0.33%
47,000
+154
55
$10.5M 0.32%
55,431
+5,097
56
$10.5M 0.32%
+346,872
57
$10.2M 0.31%
207,291
+20,178
58
$10.1M 0.3%
145,087
-247
59
$10.1M 0.3%
443,962
+104,083
60
$10M 0.3%
129,542
+25,923
61
$9.93M 0.3%
30,551
-2,302
62
$9.89M 0.3%
55,614
-1,963
63
$9.88M 0.3%
195,054
+148,360
64
$9.58M 0.29%
63,817
+14,814
65
$9.5M 0.29%
632,510
+549,910
66
$9.42M 0.28%
217,380
+50,258
67
$9.37M 0.28%
55,165
-747
68
$9.32M 0.28%
67,357
+175
69
$9.25M 0.28%
17,237
-867
70
$9.16M 0.28%
146,110
+1,520
71
$8.77M 0.26%
112,162
+50,432
72
$8.45M 0.26%
218,133
+11,272
73
$8.43M 0.25%
65,146
-1,273
74
$8.34M 0.25%
181,007
+23,193
75
$8.22M 0.25%
157,874
+11,437
1 2
3
4 5