Mutual Advisors Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Future Exponential Technologies ETF
XT
|
+$6.34M |
| 2 |
Apple
AAPL
|
+$5.99M |
| 3 |
Janus Henderson Short Duration Income ETF
VNLA
|
+$5.87M |
| 4 |
VanEck Merk Gold Trust
OUNZ
|
+$4.84M |
| 5 |
iShares Gold Trust
IAU
|
+$4.61M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street Technology Select Sector SPDR ETF
XLK
|
+$7.12M |
| 2 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
+$6.54M |
| 3 |
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
|
+$5.79M |
| 4 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
+$4.84M |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
+$3.36M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 12.31% |
| 2 | Consumer Discretionary | 5.1% |
| 3 | Healthcare | 4.64% |
| 4 | Financials | 4.3% |
| 5 | Communication Services | 3.76% |
Similar funds
Mutual Advisors's Q3 2020 Portfolio in Review
As of Q3 2020, Mutual Advisors held 719 positions worth $1.15B, up 13% from $1.02B the previous quarter. Its ten largest holdings account for 23% of the portfolio.
Mutual Advisors deployed $65.1M of net new capital in Q3 2020, opening 71 new positions and adding to 327 existing holdings. Its largest new stake was iShares Future Exponential Technologies ETF: 132,541 shares worth $6.44M.
By sector, the portfolio is most concentrated in Technology at 12% of assets, up from 11% a quarter earlier, followed by Consumer Discretionary and Healthcare.
On the sell side, the largest reduction was State Street Technology Select Sector SPDR ETF, an estimated $7.12M trimmed.
- Mutual Advisors's largest Q3 2020 buy was iShares Future Exponential Technologies ETF: 132,541 shares worth $6.44M.
- Mutual Advisors added most to Apple in Q3 2020, an estimated $5.99M increase.
- Mutual Advisors's biggest Q3 2020 reduction was State Street Technology Select Sector SPDR ETF, cutting an estimated $7.12M.
- Mutual Advisors fully exited Invesco Aerospace & Defense ETF in Q3 2020, selling an estimated $1.71M.
- Mutual Advisors's ten largest holdings make up 23% of its $1.15B portfolio in Q3 2020.
- Mutual Advisors opened 71 new positions and closed 48 in Q3 2020.
- Mutual Advisors's portfolio value rose 13% quarter-over-quarter to $1.15B.
Based on Mutual Advisors's 13F filing for Q3 2020, filed 13 Nov 2020.