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
301
$802K 0.07%
40,670
+23,480
302
$797K 0.07%
+42,426
303
$793K 0.07%
8,615
+149
304
$791K 0.07%
32,451
305
$786K 0.07%
2,523
+115
306
$785K 0.07%
28,049
+771
307
$784K 0.07%
+30,477
308
$775K 0.07%
453
-28
309
$770K 0.07%
29,400
-1,850
310
$760K 0.07%
3,022
+322
311
$758K 0.07%
9,587
+5
312
$754K 0.07%
109,236
313
$754K 0.07%
13,791
+3,697
314
$754K 0.07%
5,447
-220
315
$754K 0.07%
24,472
+2,197
316
$752K 0.07%
51,663
+1,829
317
$751K 0.07%
14,808
-2,586
318
$751K 0.07%
8,259
+234
319
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7,724
+422
320
$750K 0.07%
10,500
+450
321
$750K 0.07%
20,929
-589
322
$748K 0.06%
7,461
+504
323
$743K 0.06%
14,622
+390
324
$739K 0.06%
7,220
+910
325
$734K 0.06%
+460
11 12
13
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