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
601
$233K 0.02%
1,671
+146
602
$230K 0.02%
+25,311
603
$230K 0.02%
638
+1
604
$227K 0.02%
+6,614
605
$226K 0.02%
6,040
-934
606
$224K 0.02%
3,806
+11
607
$221K 0.02%
598
+49
608
$221K 0.02%
+1,107
609
$220K 0.02%
6,850
610
$220K 0.02%
7,684
-903
611
$220K 0.02%
4,052
-47
612
$220K 0.02%
+4,083
613
$220K 0.02%
19,850
614
$219K 0.02%
+9,734
615
$219K 0.02%
+4,178
616
$219K 0.02%
23,894
-49
617
$219K 0.02%
21,875
+46
618
$219K 0.02%
+4,074
619
$219K 0.02%
+1,504
620
$218K 0.02%
8,799
+1,700
621
$215K 0.02%
+1,112
622
$213K 0.02%
3,668
-24
623
$213K 0.02%
+900
624
$211K 0.02%
12,455
+937
625
$211K 0.02%
2,945
-1,225
23 24
25
26 27