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
476
$393K 0.03%
3,208
+154
477
$391K 0.03%
1,313
-11
478
$390K 0.03%
4,125
-37
479
$389K 0.03%
4,010
-327
480
$389K 0.03%
2,010
+1
481
$387K 0.03%
27,687
+10
482
$379K 0.03%
4,642
-3,223
483
$378K 0.03%
10,315
+1,000
484
$378K 0.03%
8,055
+802
485
$377K 0.03%
20,785
-3,760
486
$377K 0.03%
2,623
+971
487
$376K 0.03%
8,450
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488
$373K 0.03%
9,062
+1,672
489
$372K 0.03%
10,886
+656
490
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+2,230
491
$370K 0.03%
+10,478
492
$367K 0.03%
7,855
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493
$367K 0.03%
1,647
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494
$366K 0.03%
13,733
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495
$360K 0.03%
4,496
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496
$359K 0.03%
8,208
+350
497
$354K 0.03%
7,119
+147
498
$354K 0.03%
11,530
-4,709
499
$351K 0.03%
18,399
500
$351K 0.03%
32,595
+207
18 19
20
21 22