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
151
$4.44M 0.13%
228,536
-4,832
152
$4.43M 0.13%
48,292
+2,874
153
$4.42M 0.13%
66,138
-4,023
154
$4.38M 0.13%
189,902
+28,180
155
$4.37M 0.13%
61,089
+29,610
156
$4.36M 0.13%
48,002
+2,533
157
$4.31M 0.13%
38,092
+9
158
$4.24M 0.13%
69,571
+13,995
159
$4.21M 0.13%
86,054
-13,867
160
$4.19M 0.13%
34,115
+2,566
161
$4.12M 0.12%
153,408
+14,331
162
$4.11M 0.12%
43,186
-26,547
163
$4.05M 0.12%
50,774
+6,895
164
$4.02M 0.12%
25,395
+335
165
$3.98M 0.12%
39,294
+5,425
166
$3.95M 0.12%
50,011
+24,087
167
$3.93M 0.12%
50,616
+16,056
168
$3.89M 0.12%
118,148
+2,917
169
$3.83M 0.12%
103,662
-11,953
170
$3.82M 0.12%
75,650
+6,515
171
$3.8M 0.11%
29,673
+2,384
172
$3.76M 0.11%
91,626
-1,731
173
$3.72M 0.11%
106,911
+33,200
174
$3.72M 0.11%
146,037
+30,926
175
$3.65M 0.11%
89,777
+41,160
5 6
7
8 9