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
1051
$171K 0.01%
10,000
1052
$166K 0.01%
80,723
-5,963
1053
$163K ﹤0.01%
14,630
+3,700
1054
$152K ﹤0.01%
12,711
-729
1055
$147K ﹤0.01%
48,412
1056
$141K ﹤0.01%
10,331
+203
1057
$129K ﹤0.01%
14,599
+125
1058
$125K ﹤0.01%
14,097
-6,498
1059
$122K ﹤0.01%
19,553
+1,260
1060
$101K ﹤0.01%
11,364
1061
$96.4K ﹤0.01%
16,734
-116
1062
$83.8K ﹤0.01%
33,370
1063
$72.1K ﹤0.01%
1,724
-22
1064
$63.9K ﹤0.01%
32,937
-755
1065
$62.7K ﹤0.01%
11,608
+85
1066
$59.5K ﹤0.01%
1,718
+93
1067
$55.9K ﹤0.01%
+10,169
1068
$51.7K ﹤0.01%
10,777
1069
$50.3K ﹤0.01%
10,150
-2,725
1070
$44.6K ﹤0.01%
+10,040
1071
$41.5K ﹤0.01%
+10,796
1072
$38.2K ﹤0.01%
20,631
1073
$37.5K ﹤0.01%
12,095
-3,291
1074
$36.7K ﹤0.01%
10,059
-600
1075
$5.46K ﹤0.01%
508
41 42
43
44 45