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
76
$8.2M 0.25%
75,329
+26,619
77
$8.12M 0.25%
75,737
-939
78
$8.05M 0.24%
187,186
+24,942
79
$7.95M 0.24%
108,926
-5,055
80
$7.84M 0.24%
40,944
+14,390
81
$7.83M 0.24%
46,255
-46,779
82
$7.78M 0.23%
89,917
+32,561
83
$7.58M 0.23%
148,952
+51,328
84
$7.56M 0.23%
312,470
+39,284
85
$7.53M 0.23%
81,763
+5,283
86
$7.44M 0.22%
40,918
-2,892
87
$7.33M 0.22%
20,716
+1,556
88
$7.24M 0.22%
40,511
-3,317
89
$7.17M 0.22%
56,883
+1,633
90
$7.13M 0.22%
+193,905
91
$7.04M 0.21%
77,282
+10,692
92
$6.97M 0.21%
13,203
-1,818
93
$6.84M 0.21%
81,016
-88,480
94
$6.76M 0.2%
+220,613
95
$6.7M 0.2%
131,149
+123,833
96
$6.64M 0.2%
104,342
-1,220
97
$6.64M 0.2%
172,183
-10,774
98
$6.6M 0.2%
29,953
-68
99
$6.6M 0.2%
19,144
-1,384
100
$6.59M 0.2%
185,460
+10,558
2 3
4
5 6