MA
Mutual Advisors Portfolio holdings
AUM
$4B
This Quarter Return
+4.65%
1 Year Return
+14.38%
3 Year Return
+52.75%
5 Year Return
+91.66%
10 Year Return
–
AUM
$265M
AUM Growth
–
Cap. Flow
+$265M
Cap. Flow
% of AUM
99.94%
Top 10 Holdings %
Top 10 Hldgs %
21.6%
Holding
283
New
282
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard Dividend Appreciation ETF
VIG
|
$9.38M |
| 2 |
ProShares Large Cap Core Plus
CSM
|
$7.94M |
| 3 |
Berkshire Hathaway Class B
BRK.B
|
$7.77M |
| 4 |
Apple
AAPL
|
$6.76M |
| 5 |
iShares S&P 500 Growth ETF
IVW
|
$5.45M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 7.93% |
| 2 | Technology | 7.65% |
| 3 | Healthcare | 4.97% |
| 4 | Industrials | 4% |
| 5 | Energy | 3.72% |
