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
351
$664K 0.06%
12,719
-3,447
352
$658K 0.06%
+3,055
353
$658K 0.06%
3,130
+424
354
$657K 0.06%
+49,780
355
$657K 0.06%
17,735
+135
356
$654K 0.06%
12,220
-1,110
357
$654K 0.06%
114,140
+33,800
358
$652K 0.06%
8,257
-2,074
359
$649K 0.06%
13,015
+243
360
$648K 0.06%
119,604
+11,908
361
$645K 0.06%
2,854
-125
362
$641K 0.06%
10,607
+393
363
$640K 0.06%
29,578
-1,835
364
$636K 0.06%
32,236
-804
365
$630K 0.05%
2,844
+71
366
$627K 0.05%
11,637
-467
367
$627K 0.05%
12,418
+1,973
368
$622K 0.05%
8,235
-28
369
$621K 0.05%
10,488
+3,436
370
$618K 0.05%
+9,069
371
$617K 0.05%
10,355
-424
372
$617K 0.05%
4,776
+1,823
373
$615K 0.05%
6,960
374
$614K 0.05%
18,233
+5,037
375
$613K 0.05%
23,246
-160
13 14
15
16 17