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
826
$361K 0.01%
7,811
+1,613
827
$357K 0.01%
9,792
+15
828
$357K 0.01%
6,888
-505
829
$355K 0.01%
1,490
-277
830
$354K 0.01%
5,560
-89
831
$352K 0.01%
+12,034
832
$350K 0.01%
+17,291
833
$348K 0.01%
12,338
+705
834
$345K 0.01%
+2,408
835
$344K 0.01%
2,215
+241
836
$343K 0.01%
1,217
-420
837
$341K 0.01%
678
-5
838
$340K 0.01%
17,392
-616
839
$339K 0.01%
3,857
-1,451
840
$339K 0.01%
4,778
+654
841
$338K 0.01%
4,272
+100
842
$336K 0.01%
2,158
-81
843
$334K 0.01%
3,912
-179
844
$334K 0.01%
1,378
+97
845
$333K 0.01%
3,423
+94
846
$333K 0.01%
6,059
+278
847
$332K 0.01%
6,889
+51
848
$330K 0.01%
1,682
-134
849
$329K 0.01%
4,838
-5,284
850
$327K 0.01%
28,148
+2,386
32 33
34
35 36