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
401
$556K 0.05%
5,959
+267
402
$552K 0.05%
3,583
+27
403
$550K 0.05%
10,970
-3,795
404
$549K 0.05%
27,584
+3,153
405
$549K 0.05%
5,880
-21
406
$547K 0.05%
5,464
+531
407
$547K 0.05%
23,260
-9,025
408
$543K 0.05%
9,981
+1,453
409
$536K 0.05%
8,382
-78
410
$535K 0.05%
13,039
+3,018
411
$528K 0.05%
8,319
+2,029
412
$526K 0.05%
5,055
-2,995
413
$524K 0.05%
5,589
+1,719
414
$524K 0.05%
4,580
-30
415
$516K 0.04%
6,417
+1,179
416
$515K 0.04%
3,553
+412
417
$515K 0.04%
19,151
-157
418
$509K 0.04%
19,124
+3,702
419
$508K 0.04%
9,264
-66
420
$505K 0.04%
53,941
-16,823
421
$502K 0.04%
13,969
+1,028
422
$496K 0.04%
+20,700
423
$492K 0.04%
10,418
-217
424
$492K 0.04%
58,510
425
$491K 0.04%
7,966
+1,026
15 16
17
18 19