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
776
$414K 0.01%
5,188
+309
777
$414K 0.01%
7,923
+306
778
$410K 0.01%
3,146
+202
779
$409K 0.01%
9,526
+457
780
$409K 0.01%
10,177
-196
781
$409K 0.01%
3,224
-3
782
$407K 0.01%
2,276
-386
783
$406K 0.01%
15,700
+414
784
$406K 0.01%
2,351
+1,136
785
$402K 0.01%
1,934
+16
786
$401K 0.01%
79,818
+8,893
787
$401K 0.01%
9,033
-400
788
$398K 0.01%
1,616
-35
789
$397K 0.01%
9,543
+64
790
$397K 0.01%
4,042
791
$397K 0.01%
1,399
+266
792
$396K 0.01%
31,847
+6,708
793
$395K 0.01%
5,061
+130
794
$395K 0.01%
11,474
+445
795
$392K 0.01%
+8,558
796
$392K 0.01%
10,194
-933
797
$392K 0.01%
12,768
-117
798
$390K 0.01%
167,530
799
$390K 0.01%
7,086
+897
800
$386K 0.01%
3,983
+1,419
30 31
32
33 34