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
51
$4.77M 0.41%
+259,491
52
$4.68M 0.41%
80,381
-3,660
53
$4.63M 0.4%
77,578
+4,260
54
$4.62M 0.4%
58,383
+9,243
55
$4.53M 0.39%
314,480
+4,704
56
$4.49M 0.39%
25,338
+5,884
57
$4.46M 0.39%
22,628
+11,566
58
$4.38M 0.38%
41,549
-5,099
59
$4.38M 0.38%
54,780
-2,620
60
$4.36M 0.38%
328,380
+6,468
61
$4.28M 0.37%
203,010
+191,760
62
$4.2M 0.36%
45,615
-2,353
63
$4.02M 0.35%
186,500
+24,577
64
$3.92M 0.34%
10,218
+2,131
65
$3.84M 0.33%
88,814
+23,039
66
$3.81M 0.33%
45,902
-337
67
$3.79M 0.33%
18,961
+1,174
68
$3.69M 0.32%
67,229
+8,572
69
$3.69M 0.32%
17,002
-369
70
$3.64M 0.32%
27,028
-35,525
71
$3.6M 0.31%
64,771
+21,733
72
$3.58M 0.31%
91,348
+6,680
73
$3.44M 0.3%
13,552
+1,276
74
$3.37M 0.29%
20,648
+233
75
$3.34M 0.29%
43,851
+7,226
1 2
3
4 5