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
201
$3.07M 0.09%
3,556
+704
202
$3.05M 0.09%
96,411
+3,180
203
$2.98M 0.09%
16,035
-37,814
204
$2.97M 0.09%
68,650
-472
205
$2.95M 0.09%
183,902
+22,826
206
$2.94M 0.09%
70,787
-158,260
207
$2.93M 0.09%
23,564
-654
208
$2.9M 0.09%
12,576
+530
209
$2.88M 0.09%
12,006
-814
210
$2.8M 0.08%
3,505
+327
211
$2.79M 0.08%
88,066
-9,466
212
$2.79M 0.08%
5,663
+2
213
$2.75M 0.08%
10,622
+172
214
$2.75M 0.08%
66,483
+58,083
215
$2.74M 0.08%
21,341
+6,914
216
$2.73M 0.08%
27,911
+5,964
217
$2.72M 0.08%
+42,650
218
$2.71M 0.08%
25,241
-5,114
219
$2.71M 0.08%
19,242
-16,097
220
$2.7M 0.08%
18,372
-792
221
$2.69M 0.08%
52,919
+73
222
$2.65M 0.08%
127,883
+43,295
223
$2.64M 0.08%
94,228
+17,790
224
$2.64M 0.08%
5,974
+327
225
$2.63M 0.08%
9,073
+165
7 8
9
10 11