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
801
$386K 0.01%
7,941
+3,427
802
$384K 0.01%
+19,863
803
$384K 0.01%
1,677
+244
804
$381K 0.01%
806
+338
805
$380K 0.01%
6,336
-687
806
$380K 0.01%
17,560
-6,793
807
$379K 0.01%
5,077
+4
808
$379K 0.01%
6,226
+6
809
$378K 0.01%
2,574
+329
810
$377K 0.01%
20,345
+168
811
$376K 0.01%
3,182
+1,018
812
$375K 0.01%
5,670
-2,454
813
$374K 0.01%
2,522
814
$374K 0.01%
+8,965
815
$374K 0.01%
8,048
+384
816
$374K 0.01%
1,575
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817
$373K 0.01%
881
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818
$372K 0.01%
5,510
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819
$371K 0.01%
2,178
+413
820
$370K 0.01%
1,728
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821
$368K 0.01%
+817
822
$367K 0.01%
14,236
823
$367K 0.01%
9,472
+89
824
$367K 0.01%
5,428
+37
825
$362K 0.01%
5,887
-389
31 32
33
34 35