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
576
$255K 0.02%
6,771
-2,247
577
$254K 0.02%
1,788
578
$253K 0.02%
910
-221
579
$253K 0.02%
+1,155
580
$252K 0.02%
9,708
-7,831
581
$250K 0.02%
+10,215
582
$248K 0.02%
11,915
+235
583
$248K 0.02%
9,413
584
$248K 0.02%
10,193
-9,665
585
$247K 0.02%
+14,797
586
$245K 0.02%
+4,922
587
$243K 0.02%
+7,628
588
$242K 0.02%
18,018
589
$242K 0.02%
+860
590
$241K 0.02%
16,401
+1,442
591
$241K 0.02%
1,029
-105
592
$240K 0.02%
2,525
593
$240K 0.02%
6,996
-883
594
$238K 0.02%
17,082
+4,233
595
$236K 0.02%
1,569
596
$236K 0.02%
4,181
+66
597
$235K 0.02%
+6,330
598
$235K 0.02%
7,695
-2,431
599
$234K 0.02%
+3,279
600
$234K 0.02%
5,291
+300
22 23
24
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