MA
Mutual Advisors Portfolio holdings
AUM
$4B
1-Year Return
14.38%
This Quarter Return
+7.09%
1 Year Return
+14.38%
3 Year Return
+52.75%
5 Year Return
+91.66%
10 Year Return
–
AUM
$2.23B
AUM Growth
+$293M
(+15%)
Cap. Flow
+$206M
Cap. Flow
% of AUM
9.23%
Top 10 Holdings %
Top 10 Hldgs %
25.91%
Holding
990
New
123
Increased
391
Reduced
352
Closed
76
Top Buys
| 1 |
Commerce Bancshares
CBSH
|
$26.7M |
| 2 |
Invesco QQQ Trust
QQQ
|
$14.6M |
| 3 |
Berkshire Hathaway Class B
BRK.B
|
$14.2M |
| 4 |
JPMorgan Equity Premium Income ETF
JEPI
|
$9.29M |
| 5 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$8.42M |
Top Sells
Sector Composition
| 1 | Technology | 9.15% |
| 2 | Financials | 7.05% |
| 3 | Healthcare | 3.86% |
| 4 | Consumer Discretionary | 3.56% |
| 5 | Energy | 2.78% |
