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
901
$292K 0.01%
2,078
-1,500
902
$289K 0.01%
4,471
-215
903
$288K 0.01%
2,257
+557
904
$288K 0.01%
3,303
-3,800
905
$288K 0.01%
3,143
-10,651
906
$287K 0.01%
+3,867
907
$287K 0.01%
5,075
+12
908
$286K 0.01%
+1,296
909
$285K 0.01%
778
-431
910
$283K 0.01%
516
+15
911
$283K 0.01%
6,333
+2,104
912
$281K 0.01%
6,914
913
$281K 0.01%
1,830
+180
914
$278K 0.01%
3,907
-3,299
915
$278K 0.01%
19,891
-76,969
916
$278K 0.01%
4,581
-2,039
917
$277K 0.01%
5,002
-568
918
$277K 0.01%
6,708
-1,094
919
$276K 0.01%
1,545
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920
$274K 0.01%
3,341
-87
921
$274K 0.01%
+3,512
922
$274K 0.01%
7,275
-835
923
$274K 0.01%
5,752
+498
924
$273K 0.01%
9,413
925
$272K 0.01%
630
+16
35 36
37
38 39