Mutual Advisors Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Fidelity MSCI Utilities Index ETF
FUTY
|
+$12.8M |
| 2 |
iShares Core Dividend Growth ETF
DGRO
|
+$9.33M |
| 3 |
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
|
+$6.29M |
| 4 |
State Street Technology Select Sector SPDR ETF
XLK
|
+$6.11M |
| 5 |
iShares 0-1 Year Treasury Bond ETF
SHV
|
+$5.11M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
|
+$2.02M |
| 2 |
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
|
+$1.95M |
| 3 |
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
|
+$1.89M |
| 4 |
ProShares Short S&P500
SH
|
+$1.83M |
| 5 |
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
|
+$1.77M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 12.12% |
| 2 | Financials | 5.37% |
| 3 | Consumer Discretionary | 4.77% |
| 4 | Healthcare | 3.9% |
| 5 | Industrials | 3.71% |
Similar funds
Mutual Advisors's Q1 2019 Portfolio in Review
As of Q1 2019, Mutual Advisors held 502 positions worth $675M, up 33% from $507M the previous quarter. Its ten largest holdings account for 24% of the portfolio.
Mutual Advisors deployed $102M of net new capital in Q1 2019, opening 73 new positions and adding to 247 existing holdings. Its largest new stake was Fidelity MSCI Utilities Index ETF: 350,373 shares worth $13.4M.
By sector, the portfolio is most concentrated in Technology at 12% of assets, down from 13% a quarter earlier, followed by Financials and Consumer Discretionary.
On the sell side, the largest reduction was State Street SPDR Portfolio S&P 600 Small Cap ETF, an estimated $1.95M trimmed.
- Mutual Advisors's largest Q1 2019 buy was Fidelity MSCI Utilities Index ETF: 350,373 shares worth $13.4M.
- Mutual Advisors added most to iShares Core Dividend Growth ETF in Q1 2019, an estimated $9.33M increase.
- Mutual Advisors's biggest Q1 2019 reduction was State Street SPDR Portfolio S&P 600 Small Cap ETF, cutting an estimated $1.95M.
- Mutual Advisors fully exited State Street SPDR Bloomberg Short Term High Yield Bond ETF in Q1 2019, selling an estimated $2.02M.
- Mutual Advisors's ten largest holdings make up 24% of its $675M portfolio in Q1 2019.
- Mutual Advisors opened 73 new positions and closed 24 in Q1 2019.
- Mutual Advisors's portfolio value rose 33% quarter-over-quarter to $675M.
Based on Mutual Advisors's 13F filing for Q1 2019, filed 15 May 2019.