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
451
$437K 0.04%
776
+164
452
$430K 0.04%
1,305
+119
453
$426K 0.04%
24,415
-1,800
454
$424K 0.04%
4,112
+91
455
$420K 0.04%
14,860
-20,304
456
$419K 0.04%
6,771
-246
457
$418K 0.04%
8,356
-568
458
$416K 0.04%
10,955
+1,338
459
$416K 0.04%
8,360
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460
$414K 0.04%
7,203
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461
$414K 0.04%
6,630
+1,946
462
$411K 0.04%
16,480
-134
463
$409K 0.04%
7,522
-559
464
$408K 0.04%
3,225
-8
465
$408K 0.04%
14,334
-110
466
$408K 0.04%
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467
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32,135
-1,100
468
$408K 0.04%
1,958
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469
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11,187
+1,571
470
$401K 0.03%
30,706
+7,970
471
$400K 0.03%
10,000
-10,000
472
$399K 0.03%
5,413
+1,926
473
$398K 0.03%
7,576
+1,350
474
$396K 0.03%
11,997
-171,515
475
$395K 0.03%
9,761
-3,344
17 18
19
20 21