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
326
$733K 0.06%
3,893
+220
327
$732K 0.06%
8,472
+1,516
328
$728K 0.06%
10,327
+3,319
329
$726K 0.06%
60,740
330
$725K 0.06%
6,552
+3,038
331
$720K 0.06%
10,375
-2,855
332
$719K 0.06%
35,546
+456
333
$714K 0.06%
16,247
+5,909
334
$709K 0.06%
26,062
+7,838
335
$707K 0.06%
4,110
-138
336
$703K 0.06%
6,893
+420
337
$692K 0.06%
20,960
+284
338
$690K 0.06%
+9,306
339
$686K 0.06%
9,400
-20
340
$685K 0.06%
21,547
+4,863
341
$681K 0.06%
77,354
+235
342
$681K 0.06%
12,226
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343
$679K 0.06%
4,313
+32
344
$677K 0.06%
10,881
+3
345
$672K 0.06%
87,656
346
$671K 0.06%
+21,375
347
$670K 0.06%
79,806
-46
348
$670K 0.06%
26,862
-784
349
$667K 0.06%
3,534
-1,895
350
$665K 0.06%
1,505
+44
12 13
14
15 16