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
551
$284K 0.02%
8,550
-131
552
$283K 0.02%
1,815
+139
553
$281K 0.02%
1,287
-976
554
$281K 0.02%
678
+2
555
$280K 0.02%
+72
556
$279K 0.02%
5,785
+356
557
$279K 0.02%
9,549
+165
558
$277K 0.02%
4,631
-163
559
$276K 0.02%
8,181
-722
560
$274K 0.02%
+3,318
561
$273K 0.02%
12,986
+712
562
$271K 0.02%
4,540
563
$269K 0.02%
20,802
-2,994
564
$268K 0.02%
7,532
+366
565
$267K 0.02%
19,836
-168
566
$266K 0.02%
10,422
+2,376
567
$265K 0.02%
5,121
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568
$265K 0.02%
+6,951
569
$264K 0.02%
6,092
-2,046
570
$263K 0.02%
8,088
-394
571
$262K 0.02%
4,112
572
$260K 0.02%
7,280
-1,222
573
$258K 0.02%
1,068
-50
574
$257K 0.02%
5,465
+407
575
$257K 0.02%
2,520
21 22
23
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