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
926
$272K 0.01%
2,753
+175
927
$271K 0.01%
+7,018
928
$270K 0.01%
7,670
-142
929
$270K 0.01%
363
-47
930
$270K 0.01%
9,801
931
$269K 0.01%
6,127
-1,146
932
$269K 0.01%
2,246
+214
933
$269K 0.01%
8,428
-2,770
934
$267K 0.01%
+19,837
935
$267K 0.01%
3,202
+483
936
$266K 0.01%
6,579
-132
937
$266K 0.01%
7,850
938
$266K 0.01%
+1,169
939
$263K 0.01%
7,555
+120
940
$263K 0.01%
6,475
-4,933
941
$263K 0.01%
7,673
942
$262K 0.01%
5,000
943
$261K 0.01%
3,457
+69
944
$261K 0.01%
+8,973
945
$261K 0.01%
6,086
+511
946
$261K 0.01%
+6,461
947
$259K 0.01%
+9,936
948
$258K 0.01%
+4,499
949
$257K 0.01%
266
+43
950
$257K 0.01%
5,087
+1
36 37
38
39 40