MA

Mutual Advisors Portfolio holdings

AUM $4B
1-Year Est. Return 14.38%
This Quarter Est. Return
1 Year Est. Return
+14.38%
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
Consumer Discretionary Select Sector SPDR Fund
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
1
$196M 5.92%
8,583,512
+349,922
2
$165M 4.97%
302,477
+5,601
3
$148M 4.47%
679,177
+4,851
4
$115M 3.47%
210,075
+2,635
5
$90.5M 2.73%
206,587
+18,243
6
$87.2M 2.63%
204,413
-23,518
7
$49.7M 1.5%
61,510
-1,088
8
$45.4M 1.37%
90,736
+10,504
9
$42.7M 1.29%
92,097
-6,117
10
$37.6M 1.13%
336,505
+25,665
11
$36M 1.09%
196,672
+2,946
12
$34.9M 1.05%
696,582
+85,416
13
$31.6M 0.95%
117,119
+6,675
14
$29.5M 0.89%
476,082
-5,671
15
$28.1M 0.85%
284,939
+116,891
16
$26.6M 0.8%
156,938
+2,276
17
$23.2M 0.7%
123,087
+5,184
18
$22.6M 0.68%
135,423
+18,917
19
$22.2M 0.67%
105,485
+2,063
20
$20.9M 0.63%
121,859
+6,674
21
$20M 0.6%
218,318
-26,449
22
$19.8M 0.6%
42,555
+331
23
$19.7M 0.6%
54,346
+10,480
24
$18.6M 0.56%
150,816
-53
25
$16.3M 0.49%
375,164
+38,996
1
2 3 4 5