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
76
$3.32M 0.29%
71,208
+2,379
77
$3.32M 0.29%
37,899
-6,259
78
$3.26M 0.28%
22,779
+3,504
79
$3.24M 0.28%
92,926
+17,411
80
$3.23M 0.28%
92,756
+8,792
81
$3.19M 0.28%
49,968
-15,212
82
$3.07M 0.27%
30,087
-3,054
83
$2.99M 0.26%
13,618
+2,681
84
$2.96M 0.26%
46,237
+2,478
85
$2.96M 0.26%
154,173
+1,364
86
$2.94M 0.25%
35,430
+3,072
87
$2.93M 0.25%
158,913
-822
88
$2.89M 0.25%
78,661
+10,026
89
$2.85M 0.25%
9,152
+469
90
$2.85M 0.25%
32,904
-15,004
91
$2.82M 0.24%
77,460
+5,360
92
$2.79M 0.24%
56,497
+6,147
93
$2.77M 0.24%
31,343
+3,194
94
$2.74M 0.24%
45,386
+1,241
95
$2.72M 0.24%
18,462
+125
96
$2.71M 0.23%
40,034
-15
97
$2.71M 0.23%
74,261
-3,983
98
$2.7M 0.23%
35,086
-5,197
99
$2.66M 0.23%
36,948
+2,114
100
$2.65M 0.23%
31,540
+23,817
2 3
4
5 6