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
1026
$207K 0.01%
5,150
+472
1027
$206K 0.01%
5,034
-3,136
1028
$206K 0.01%
+1,747
1029
$206K 0.01%
583
-1,089
1030
$205K 0.01%
+1,017
1031
$205K 0.01%
75,686
+23,713
1032
$205K 0.01%
58,657
+12,514
1033
$204K 0.01%
7,115
-29,997
1034
$204K 0.01%
+4,051
1035
$204K 0.01%
5,274
-100
1036
$204K 0.01%
5,454
-904
1037
$204K 0.01%
2,306
+27
1038
$203K 0.01%
+821
1039
$203K 0.01%
6,580
+4
1040
$203K 0.01%
+5,600
1041
$202K 0.01%
+5,420
1042
$202K 0.01%
+8,152
1043
$201K 0.01%
2,645
-904
1044
$201K 0.01%
+14,296
1045
$197K 0.01%
15,489
+4,180
1046
$183K 0.01%
11,595
+10
1047
$180K 0.01%
39,936
+1,024
1048
$177K 0.01%
13,984
1049
$173K 0.01%
18,654
1050
$171K 0.01%
49,768
+4,723
40 41
42
43 44