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
276
$878K 0.08%
19,060
277
$878K 0.08%
65,832
+5,803
278
$876K 0.08%
24,580
+5,757
279
$876K 0.08%
71,023
+13,919
280
$873K 0.08%
11,169
+492
281
$857K 0.07%
2,716
-5
282
$856K 0.07%
16,785
+3,515
283
$854K 0.07%
3,397
+865
284
$853K 0.07%
19,345
-1,584
285
$848K 0.07%
15,648
+4,606
286
$846K 0.07%
16,803
+2,191
287
$846K 0.07%
4,600
-950
288
$839K 0.07%
11,946
-656
289
$838K 0.07%
68,020
-50
290
$838K 0.07%
62,670
-250
291
$835K 0.07%
+14,003
292
$832K 0.07%
7,699
+1,885
293
$827K 0.07%
4,869
+1,160
294
$813K 0.07%
29,090
+182
295
$808K 0.07%
4,970
+198
296
$808K 0.07%
3,008
-2,363
297
$805K 0.07%
50,448
+431
298
$804K 0.07%
27,335
+4,700
299
$803K 0.07%
5,756
+343
300
$803K 0.07%
38,336
10 11
12
13 14