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
651
$125K 0.01%
14,519
-47
652
$124K 0.01%
20,579
653
$102K 0.01%
+14,642
654
$100K 0.01%
33,868
-5,865
655
$97K 0.01%
10,999
-639
656
$96K 0.01%
12,360
-3,962
657
$93K 0.01%
12,663
+76
658
$88K 0.01%
22,628
+224
659
$83K 0.01%
+1,000
660
$70K 0.01%
39,480
-54,070
661
$59K 0.01%
10,931
-1,001
662
$49K ﹤0.01%
16,615
+2,600
663
$43K ﹤0.01%
10,140
664
$41K ﹤0.01%
+12,031
665
$38K ﹤0.01%
10,300
666
$38K ﹤0.01%
22,000
-3,000
667
$28K ﹤0.01%
25,600
668
$20K ﹤0.01%
765
+65
669
$16K ﹤0.01%
+2
670
– –
-2,190
671
– –
-16,500
672
– –
-5,560
673
– –
-5,589
674
– –
-4,435
675
– –
-12,681
25 26
27
28 29