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
851
$327K 0.01%
4,520
-29
852
$326K 0.01%
14,664
+1,881
853
$325K 0.01%
6,936
854
$324K 0.01%
14,997
+514
855
$322K 0.01%
1,242
+234
856
$320K 0.01%
16,876
+5,720
857
$320K 0.01%
1,353
+117
858
$319K 0.01%
5,945
+623
859
$319K 0.01%
13,294
+508
860
$318K 0.01%
1,879
+19
861
$315K 0.01%
+9,094
862
$315K 0.01%
37,398
-1,514
863
$313K 0.01%
574
+18
864
$312K 0.01%
11,031
+3,445
865
$312K 0.01%
12,430
+255
866
$311K 0.01%
2,893
+163
867
$311K 0.01%
14,600
868
$309K 0.01%
12,085
+55
869
$309K 0.01%
15,164
+50
870
$307K 0.01%
8,815
+1,050
871
$307K 0.01%
+16,071
872
$306K 0.01%
9,670
-4,706
873
$306K 0.01%
744
+133
874
$303K 0.01%
3,651
875
$303K 0.01%
5,243
+1,466
33 34
35
36 37