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
501
$351K 0.03%
3,882
-64
502
$351K 0.03%
8,364
-2,539
503
$350K 0.03%
+11,660
504
$345K 0.03%
+19,054
505
$343K 0.03%
291
+21
506
$343K 0.03%
60,230
-1,000
507
$342K 0.03%
+6,590
508
$342K 0.03%
7,830
-226
509
$341K 0.03%
2,475
-194
510
$341K 0.03%
1,547
+394
511
$338K 0.03%
3,580
512
$336K 0.03%
10,302
-401
513
$335K 0.03%
1,586
-10
514
$334K 0.03%
10,517
+47
515
$333K 0.03%
+8,628
516
$330K 0.03%
7,094
+1,932
517
$330K 0.03%
+23,300
518
$329K 0.03%
55,036
+8,800
519
$328K 0.03%
21,593
+1,683
520
$325K 0.03%
37,998
+11,580
521
$323K 0.03%
6,884
-60
522
$323K 0.03%
13,934
-456
523
$323K 0.03%
3,266
-3
524
$321K 0.03%
2,886
+200
525
$321K 0.03%
6,425
-75
19 20
21
22 23