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
726
$470K 0.01%
17,185
+3,273
727
$469K 0.01%
8,404
-81
728
$469K 0.01%
16,247
+7
729
$468K 0.01%
19,364
-2,998
730
$467K 0.01%
834
+105
731
$465K 0.01%
+6,340
732
$463K 0.01%
1,702
+121
733
$462K 0.01%
7,855
+1,642
734
$461K 0.01%
16,935
-15,295
735
$460K 0.01%
+2,675
736
$460K 0.01%
22,055
+5,633
737
$458K 0.01%
+2,947
738
$458K 0.01%
26,524
+3,352
739
$457K 0.01%
9,678
+1,252
740
$455K 0.01%
2,289
-364
741
$453K 0.01%
+19,672
742
$453K 0.01%
5,756
-2,375
743
$452K 0.01%
3,818
+243
744
$451K 0.01%
3,569
+15
745
$451K 0.01%
8,526
-27,492
746
$450K 0.01%
18,198
+1,959
747
$446K 0.01%
2,916
-4
748
$445K 0.01%
9,747
-1,270
749
$445K 0.01%
2,459
+50
750
$443K 0.01%
18,165
+2,030
28 29
30
31 32