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
526
$321K 0.03%
6,000
-3,000
527
$320K 0.03%
4,038
-2,030
528
$315K 0.03%
1,916
+20
529
$314K 0.03%
+12,080
530
$313K 0.03%
+2,712
531
$311K 0.03%
1,639
+140
532
$309K 0.03%
6,227
-29
533
$309K 0.03%
46,341
-4,089
534
$308K 0.03%
23,554
+2,720
535
$308K 0.03%
7,100
-200
536
$307K 0.03%
2,645
+34
537
$307K 0.03%
1,328
-3
538
$305K 0.03%
3,222
+71
539
$302K 0.03%
6,847
-555
540
$302K 0.03%
3,595
-77,701
541
$302K 0.03%
3,750
542
$299K 0.03%
8,809
-45
543
$298K 0.03%
+1,347
544
$297K 0.03%
4,674
-13,824
545
$297K 0.03%
9,131
+312
546
$297K 0.03%
2,072
+121
547
$295K 0.03%
+1,575
548
$293K 0.03%
5,636
+347
549
$291K 0.03%
1,449
-65
550
$289K 0.03%
+2,108
20 21
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