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
876
$303K 0.01%
772
+40
877
$302K 0.01%
7,192
878
$302K 0.01%
5,480
-1,167
879
$302K 0.01%
11,323
-10,741
880
$300K 0.01%
+4,830
881
$299K 0.01%
636
+82
882
$299K 0.01%
+22,253
883
$299K 0.01%
1,416
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884
$299K 0.01%
8,017
885
$298K 0.01%
2,109
-872
886
$298K 0.01%
11,454
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887
$298K 0.01%
3,885
-471
888
$298K 0.01%
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889
$298K 0.01%
2,167
-384
890
$297K 0.01%
2,865
-4,087
891
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1,253
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$297K 0.01%
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893
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1,189
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894
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895
$295K 0.01%
10,356
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896
$295K 0.01%
2,997
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$294K 0.01%
8,917
898
$294K 0.01%
6,010
-25
899
$293K 0.01%
3,992
-1,522
900
$293K 0.01%
11,617
+137
34 35
36
37 38