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
751
$443K 0.01%
42,462
+3,020
752
$442K 0.01%
+5,610
753
$437K 0.01%
4,858
+100
754
$437K 0.01%
4,734
-2
755
$436K 0.01%
9,976
+2,303
756
$435K 0.01%
3,608
+200
757
$435K 0.01%
17,457
+388
758
$434K 0.01%
961
+13
759
$432K 0.01%
8,012
-368
760
$430K 0.01%
2,960
+722
761
$428K 0.01%
5,618
-6,115
762
$427K 0.01%
10,106
-333
763
$427K 0.01%
5,559
-317
764
$426K 0.01%
6,330
+28
765
$425K 0.01%
7,850
-551
766
$425K 0.01%
1,522
+105
767
$425K 0.01%
12,114
+5,221
768
$424K 0.01%
12,514
+1,544
769
$423K 0.01%
16,249
+6,671
770
$423K 0.01%
1,274
+154
771
$422K 0.01%
+18,363
772
$422K 0.01%
3,127
-317
773
$416K 0.01%
7,850
-2,440
774
$416K 0.01%
4,561
-964
775
$416K 0.01%
5,580
+105
29 30
31
32 33