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
976
$238K 0.01%
3,239
-973
977
$237K 0.01%
1,064
-25
978
$237K 0.01%
6,642
+102
979
$236K 0.01%
1,875
+71
980
$235K 0.01%
6,619
-89
981
$234K 0.01%
6,193
982
$234K 0.01%
+6,122
983
$233K 0.01%
+3,822
984
$233K 0.01%
14,346
-110
985
$232K 0.01%
+1,204
986
$231K 0.01%
1,084
+116
987
$229K 0.01%
+802
988
$228K 0.01%
3,955
-1,188
989
$228K 0.01%
5,270
-237
990
$227K 0.01%
+1,554
991
$226K 0.01%
3,757
-467
992
$226K 0.01%
+1,762
993
$226K 0.01%
+2,597
994
$224K 0.01%
12,205
995
$223K 0.01%
+1,197
996
$223K 0.01%
1,901
-1,099
997
$222K 0.01%
+2,124
998
$222K 0.01%
+1,775
999
$222K 0.01%
1,935
-23
1000
$222K 0.01%
4,060
-613
38 39
40
41 42