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
101
$6.58M 0.2%
266,692
-119,040
102
$6.47M 0.2%
210,454
-65,874
103
$6.46M 0.19%
53,976
+4,540
104
$6.43M 0.19%
127,332
+7,393
105
$6.43M 0.19%
70,392
+7,715
106
$6.36M 0.19%
120,464
+100,463
107
$6.36M 0.19%
27,503
+3,046
108
$6.26M 0.19%
11,198
+539
109
$6.24M 0.19%
133,091
-1,127
110
$6.22M 0.19%
75,668
-25,531
111
$6.18M 0.19%
111,457
+1,752
112
$6.18M 0.19%
18,579
+268
113
$6.17M 0.19%
100,556
+8,488
114
$6.12M 0.18%
152,857
+4,149
115
$6.1M 0.18%
62,122
+14,275
116
$5.99M 0.18%
51,158
+4,945
117
$5.91M 0.18%
206,717
+27,054
118
$5.85M 0.18%
165,175
-1,868
119
$5.83M 0.18%
31,882
+4,264
120
$5.83M 0.18%
87,375
-2,197
121
$5.81M 0.18%
188,319
+4,199
122
$5.78M 0.17%
50,505
+2,240
123
$5.77M 0.17%
101,242
+1,823
124
$5.67M 0.17%
77,162
-1,222
125
$5.63M 0.17%
39,051
+939
3 4
5
6 7