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
101
$2.64M 0.23%
53,463
+4,459
102
$2.6M 0.23%
14,458
+1,666
103
$2.54M 0.22%
21,914
-19,508
104
$2.54M 0.22%
69,382
+633
105
$2.53M 0.22%
22,475
-1,502
106
$2.52M 0.22%
51,116
+677
107
$2.5M 0.22%
64,607
+6,893
108
$2.47M 0.21%
157,416
-24
109
$2.47M 0.21%
17,823
-628
110
$2.46M 0.21%
23,556
+405
111
$2.45M 0.21%
20,091
+7,443
112
$2.44M 0.21%
79,314
+36,012
113
$2.43M 0.21%
40,337
-1,054
114
$2.4M 0.21%
27,994
+545
115
$2.4M 0.21%
37,731
+8,101
116
$2.4M 0.21%
163,046
+475
117
$2.4M 0.21%
25,681
-2,436
118
$2.37M 0.21%
21,780
+656
119
$2.37M 0.21%
20,052
-884
120
$2.33M 0.2%
19,769
-954
121
$2.3M 0.2%
44,079
-3,979
122
$2.29M 0.2%
36,880
-52,565
123
$2.24M 0.19%
+16,785
124
$2.24M 0.19%
83,523
+23,044
125
$2.22M 0.19%
43,552
3 4
5
6 7