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
126
$5.62M 0.17%
242,198
+21,641
127
$5.55M 0.17%
293,819
-6,571
128
$5.53M 0.17%
39,597
+4,567
129
$5.48M 0.17%
184,552
+5,313
130
$5.4M 0.16%
53,648
+36,902
131
$5.38M 0.16%
48,696
-24,442
132
$5.37M 0.16%
70,628
+10,527
133
$5.35M 0.16%
20,450
-117
134
$5.3M 0.16%
102,413
-3,324
135
$5.28M 0.16%
21,194
-514
136
$5.19M 0.16%
30,533
+7,184
137
$5.16M 0.16%
148,897
+87,683
138
$5.11M 0.15%
232,999
-6,252
139
$4.85M 0.15%
26,638
-248
140
$4.83M 0.15%
224,802
-819
141
$4.82M 0.15%
110,031
-68,043
142
$4.79M 0.14%
159,204
+112,264
143
$4.77M 0.14%
41,698
+4,107
144
$4.76M 0.14%
225,594
+7,044
145
$4.74M 0.14%
66,151
+12,724
146
$4.69M 0.14%
27,089
+243
147
$4.6M 0.14%
92,007
+86,772
148
$4.6M 0.14%
154,619
+39,278
149
$4.55M 0.14%
78,235
+5,847
150
$4.53M 0.14%
73,899
+3,304
4 5
6
7 8