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
176
$3.58M 0.11%
38,396
+973
177
$3.56M 0.11%
67,160
+4,104
178
$3.53M 0.11%
69,697
+32,523
179
$3.52M 0.11%
64,518
+324
180
$3.5M 0.11%
13,543
+2,882
181
$3.46M 0.1%
29,396
+2,969
182
$3.44M 0.1%
79,993
+2,351
183
$3.42M 0.1%
45,481
+452
184
$3.4M 0.1%
42,523
+3,483
185
$3.39M 0.1%
32,865
-5,451
186
$3.37M 0.1%
104,224
+61,676
187
$3.36M 0.1%
16,635
+1,449
188
$3.35M 0.1%
123,323
+41,988
189
$3.33M 0.1%
159,562
+313
190
$3.29M 0.1%
33,054
-765
191
$3.29M 0.1%
5
192
$3.29M 0.1%
52,879
-653
193
$3.28M 0.1%
45,418
+3,462
194
$3.25M 0.1%
46,940
-24
195
$3.22M 0.1%
35,587
-264
196
$3.17M 0.1%
82,780
+178
197
$3.16M 0.1%
30,292
-6,025
198
$3.16M 0.1%
29,417
-66,772
199
$3.09M 0.09%
25,568
+389
200
$3.08M 0.09%
53,304
+9,310
6 7
8
9 10