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
1001
$221K 0.01%
2,940
1002
$220K 0.01%
1,121
+16
1003
$219K 0.01%
7,963
-4,628
1004
$218K 0.01%
+14,137
1005
$217K 0.01%
1,888
-120
1006
$217K 0.01%
+1,516
1007
$217K 0.01%
2,282
+1
1008
$216K 0.01%
8,495
+513
1009
$216K 0.01%
1,455
-470
1010
$216K 0.01%
+8,425
1011
$216K 0.01%
+9,223
1012
$215K 0.01%
9,714
-189
1013
$215K 0.01%
+1,262
1014
$215K 0.01%
+3,521
1015
$214K 0.01%
16,004
+1,280
1016
$213K 0.01%
4,509
-9,661
1017
$212K 0.01%
8,260
-27
1018
$212K 0.01%
20,949
-261
1019
$210K 0.01%
+8,533
1020
$210K 0.01%
6,303
-778
1021
$210K 0.01%
11,556
+726
1022
$209K 0.01%
+2,528
1023
$208K 0.01%
+506
1024
$208K 0.01%
5,670
-2,165
1025
$208K 0.01%
1,554
-743
39 40
41
42 43