MA

Mutual Advisors Portfolio holdings

AUM $4.54B
1-Year Est. Return 15.69%
This Quarter Est. Return
1 Year Est. Return
+15.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.15B
AUM Growth
+$134M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
717
New
Increased
Reduced
Closed

Top Buys

1
+$6.44M
2
+$6.36M
3
+$5.87M
4
OUNZ icon
VanEck Merk Gold Trust
OUNZ
+$4.77M
5
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$4.58M

Top Sells

1
+$7.35M
2
+$6.53M
3
+$5.66M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$4.79M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$3.5M

Sector Composition

1 Technology 12.32%
2 Consumer Discretionary 5.1%
3 Healthcare 4.64%
4 Financials 4.31%
5 Communication Services 3.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1M 0.09%
6,035
+1,280
252
$988K 0.09%
8,732
+4,224
253
$987K 0.09%
12,364
-788
254
$985K 0.09%
2,914
-249
255
$965K 0.08%
10,901
+1,679
256
$963K 0.08%
42,090
+1,136
257
$955K 0.08%
5,004
+581
258
$946K 0.08%
15,638
-3,040
259
$933K 0.08%
36,390
260
$930K 0.08%
5,649
-1,255
261
$930K 0.08%
4,754
-538
262
$924K 0.08%
3,256
-225
263
$921K 0.08%
51,571
-43
264
$918K 0.08%
71,272
-19
265
$917K 0.08%
24,449
+1,200
266
$917K 0.08%
13,132
-1,526
267
$905K 0.08%
33,830
-2,826
268
$904K 0.08%
26,361
-612
269
$899K 0.08%
7,010
+681
270
$898K 0.08%
8,898
-523
271
$891K 0.08%
15,102
+245
272
$886K 0.08%
19,146
+3,192
273
$885K 0.08%
29,896
-12,230
274
$884K 0.08%
9,440
-10
275
$882K 0.08%
5,738
-60
9 10
11
12 13