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
151
$1.89M 0.16%
24,052
+3,165
152
$1.87M 0.16%
10,631
-5,501
153
$1.84M 0.16%
24,380
-15,678
154
$1.8M 0.16%
13,282
+105
155
$1.79M 0.16%
29,256
+1,152
156
$1.78M 0.15%
160,661
+12,916
157
$1.78M 0.15%
17,546
-3,382
158
$1.77M 0.15%
34,802
+2,184
159
$1.77M 0.15%
14,068
-468
160
$1.76M 0.15%
15,823
+3,314
161
$1.76M 0.15%
25,851
+15,580
162
$1.75M 0.15%
28,750
-2,560
163
$1.74M 0.15%
10,497
-1,305
164
$1.73M 0.15%
7,879
+1,197
165
$1.72M 0.15%
22,903
+1,447
166
$1.68M 0.15%
15,217
-1,786
167
$1.68M 0.15%
11,255
-771
168
$1.64M 0.14%
15,773
+230
169
$1.63M 0.14%
17,195
+514
170
$1.59M 0.14%
25,464
-9,828
171
$1.58M 0.14%
11,838
-621
172
$1.58M 0.14%
65,842
-405
173
$1.57M 0.14%
18,080
-434
174
$1.55M 0.13%
22,296
+1,708
175
$1.54M 0.13%
16,032
-670
5 6
7
8 9