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
1076
$4.4K ﹤0.01%
500
1077
$3.19K ﹤0.01%
50
1078
– –
-7,861
1079
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-6,903
1080
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-5,980
1081
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-7,699
1082
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1083
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-10,962
1084
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-12,254
1085
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-99,110
1086
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-2,080
1087
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-25,503
1088
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-35,611
1089
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-1,950
1090
– –
-10,287
1091
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1092
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1093
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1094
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1095
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-21,933
1096
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-10,893
1097
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-8,996
1098
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-138,490
1099
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-4,673
1100
– –
-8,909
42 43
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