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
1101
– –
-5,934
1102
– –
-12,259
1103
– –
-17,178
1104
– –
-27,487
1105
– –
-13,884
1106
– –
-5,421
1107
– –
-27,148
1108
– –
-9,471
1109
– –
-8,400
1110
– –
-28,899
1111
– –
-2,261
1112
– –
-15,532
1113
– –
-17,681
1114
– –
-10,496
1115
– –
-35,611
1116
– –
-1,950
1117
– –
-10,287
1118
– –
-3,417
1119
– –
-410
1120
– –
-10,667
1121
– –
-3,065
1122
– –
-7,397
1123
– –
-13,526
1124
– –
-3,194
1125
– –
-2,795
43 44
45
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