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
426
$489K 0.04%
5,848
-334
427
$487K 0.04%
7,159
-265
428
$487K 0.04%
11,940
+1,278
429
$486K 0.04%
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430
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4,341
-383
431
$476K 0.04%
2,878
+172
432
$475K 0.04%
2,094
+150
433
$471K 0.04%
4,343
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434
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11,744
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435
$470K 0.04%
8,286
-6,376
436
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+7,873
437
$464K 0.04%
9,930
-4,584
438
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4,661
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439
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14,922
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440
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441
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442
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443
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444
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16,637
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445
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446
$448K 0.04%
2,086
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447
$447K 0.04%
20,540
-1,400
448
$445K 0.04%
16,928
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449
$444K 0.04%
4,901
-2,021
450
$442K 0.04%
14,450
-318
16 17
18
19 20