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
626
$211K 0.02%
+8,305
627
$210K 0.02%
16,981
628
$208K 0.02%
4,264
+11
629
$207K 0.02%
+4,664
630
$207K 0.02%
9,580
-235
631
$205K 0.02%
+3,520
632
$205K 0.02%
+4,358
633
$205K 0.02%
+2,547
634
$201K 0.02%
14,914
+1,038
635
$200K 0.02%
10,000
636
$200K 0.02%
+7,451
637
$192K 0.02%
25,449
+39
638
$179K 0.02%
11,893
+226
639
$176K 0.02%
83,249
+11,600
640
$175K 0.02%
11,877
-2,671
641
$172K 0.01%
+11,712
642
$167K 0.01%
10,763
-5,882
643
$167K 0.01%
11,378
+22
644
$165K 0.01%
9,016
645
$151K 0.01%
+1,051
646
$151K 0.01%
7,426
+863
647
$148K 0.01%
13,547
+755
648
$145K 0.01%
5,084
-959
649
$136K 0.01%
13,522
+18
650
$126K 0.01%
+25,000
24 25
26
27 28