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
376
$612K 0.05%
9,917
+5,156
377
$610K 0.05%
2,468
+617
378
$607K 0.05%
13,888
+789
379
$603K 0.05%
2,819
+8
380
$602K 0.05%
42,096
+11
381
$602K 0.05%
8,342
-1,118
382
$598K 0.05%
+110,040
383
$598K 0.05%
7,690
+735
384
$596K 0.05%
9,813
-1,153
385
$595K 0.05%
10,698
+2,456
386
$592K 0.05%
22,883
+7,704
387
$591K 0.05%
21,169
+110
388
$589K 0.05%
20,298
389
$588K 0.05%
+6,426
390
$586K 0.05%
13,103
+39
391
$580K 0.05%
42,427
+4,093
392
$579K 0.05%
11,872
+76
393
$578K 0.05%
33,848
+2,376
394
$573K 0.05%
11,819
+750
395
$568K 0.05%
9,158
+1,078
396
$568K 0.05%
16,554
-2,021
397
$565K 0.05%
3,335
-206
398
$563K 0.05%
2,687
+69
399
$559K 0.05%
9,037
-105
400
$557K 0.05%
12,925
+8,352
14 15
16
17 18