MA
Mutual Advisors Portfolio holdings
AUM
$4B
1-Year Return
14.38%
This Quarter Return
+2.63%
1 Year Return
+14.38%
3 Year Return
+52.75%
5 Year Return
+91.66%
10 Year Return
–
AUM
$3.31B
AUM Growth
+$194M
(+6.2%)
Cap. Flow
+$104M
Cap. Flow
% of AUM
3.13%
Top 10 Holdings %
Top 10 Hldgs %
29.51%
Holding
1,174
New
95
Increased
521
Reduced
410
Closed
96
Top Buys
| 1 |
iShares Core US Aggregate Bond ETF
AGG
|
$11.5M |
| 2 |
Innovator Defined Wealth Shield ETF
BALT
|
$10.5M |
| 3 |
Broadcom
AVGO
|
$8.26M |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
$8M |
| 5 |
iShares US Treasury Bond ETF
GOVT
|
$7.99M |
Top Sells
Sector Composition
| 1 | Technology | 11.82% |
| 2 | Financials | 6.9% |
| 3 | Healthcare | 4.59% |
| 4 | Consumer Discretionary | 3.59% |
| 5 | Communication Services | 3.13% |
