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MA
Mutual Advisors Portfolio holdings
AUM
$4.67B
1-Year Est. Return
17.48%
This Fund
S&P 500
This Quarter
Est. Return
+4.65%
1 Year Est. Return
+17.48%
3 Year Est. Return
+53.99%
5 Year Est. Return
+60.71%
10 Year Est. Return
–
AUM
$265M
AUM Growth
–
Cap. Flow
+$259M
Cap. Flow
% of AUM
97.9%
Top 10 Holdings %
Top 10 Hldgs %
21.6%
Holding
283
New
282
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Dividend Appreciation ETF
VIG
|
+$9.05M |
| 2 |
ProShares Large Cap Core Plus
CSM
|
+$7.7M |
| 3 |
Berkshire Hathaway Class B
BRK.B
|
+$7.44M |
| 4 |
Apple
AAPL
|
+$6.68M |
| 5 |
iShares S&P 500 Growth ETF
IVW
|
+$5.33M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 7.93% |
| 2 | Technology | 7.65% |
| 3 | Healthcare | 4.97% |
| 4 | Industrials | 4% |
| 5 | Energy | 3.72% |
Similar funds
CWG
EI
ASC
KCM
CCWM
ACM
VCM
DCP
Mutual Advisors's Q4 2017 Portfolio in Review
Q4 2017 is the first quarter with a 13F filing on record for Mutual Advisors, which disclosed 283 positions worth $265M. Its ten largest holdings account for 22% of the portfolio.
Its largest position is Vanguard Dividend Appreciation ETF: 91,894 shares worth $9.38M.
By sector, the portfolio is most concentrated in Financials at 7.9% of assets, followed by Technology and Healthcare.
- Mutual Advisors's largest Q4 2017 buy was Vanguard Dividend Appreciation ETF: 91,894 shares worth $9.38M.
- Mutual Advisors's ten largest holdings make up 22% of its $265M portfolio in Q4 2017.
- Mutual Advisors disclosed 283 positions in Q4 2017, its first 13F filing on record.
Based on Mutual Advisors's 13F filing for Q4 2017, filed 12 Feb 2018.