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
1126
– –
-4,780
1127
– –
-2,246
1128
– –
-5,788
1129
– –
-12,560
1130
– –
-19,530
1131
– –
-2,890
1132
– –
-8,224
1133
– –
-2,849
1134
– –
-10,790
1135
– –
-12,462
1136
– –
-1,182
1137
– –
-2,293
1138
– –
-21,933
1139
– –
-10,893
1140
– –
-8,996
1141
– –
-138,490
1142
– –
-4,673
1143
– –
-8,909
1144
– –
-14,117
1145
– –
-19,156
1146
– –
-31,678
1147
– –
-1,436
1148
– –
-5,425
1149
– –
-27,035
1150
– –
-8,630
43 44 45
46
47