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
126
$2.19M 0.19%
17,297
-292
127
$2.19M 0.19%
84,856
+8,610
128
$2.18M 0.19%
74,614
-2,464
129
$2.18M 0.19%
26,602
-401
130
$2.18M 0.19%
20,095
+95
131
$2.17M 0.19%
69,128
-4,159
132
$2.14M 0.19%
35,688
-573
133
$2.13M 0.18%
104,580
+75,632
134
$2.11M 0.18%
26,725
-2,391
135
$2.08M 0.18%
150,210
+3,024
136
$2.07M 0.18%
38,171
-1,857
137
$2.06M 0.18%
17,397
-383
138
$2.05M 0.18%
10,060
+3,839
139
$2.03M 0.18%
108,548
-189
140
$2.01M 0.17%
5,657
+1,363
141
$2M 0.17%
32,890
+855
142
$1.97M 0.17%
6,697
+174
143
$1.96M 0.17%
33,597
+4,211
144
$1.96M 0.17%
123,954
+2,468
145
$1.95M 0.17%
23,865
+729
146
$1.95M 0.17%
38,579
-2,815
147
$1.93M 0.17%
32,817
-1,148
148
$1.92M 0.17%
46,948
-1
149
$1.91M 0.17%
104,369
+35,473
150
$1.9M 0.16%
63,322
+1,642
4 5
6
7 8