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
951
$256K 0.01%
17,251
-1,722
952
$256K 0.01%
693
-46
953
$256K 0.01%
15,254
-6,915
954
$255K 0.01%
702
-111
955
$254K 0.01%
3,184
956
$254K 0.01%
1,982
+8
957
$252K 0.01%
4,621
+249
958
$252K 0.01%
2,223
-2,650
959
$252K 0.01%
10,524
+555
960
$251K 0.01%
3,770
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961
$251K 0.01%
1,454
-32
962
$250K 0.01%
+3,396
963
$250K 0.01%
9,468
-940
964
$249K 0.01%
973
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965
$248K 0.01%
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17,807
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$243K 0.01%
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5,426
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$242K 0.01%
1,579
-136
973
$241K 0.01%
3,499
+75
974
$240K 0.01%
2,145
-269
975
$239K 0.01%
2,331
37 38
39
40 41