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
176
$1.52M 0.13%
24,339
-1,751
177
$1.51M 0.13%
10,588
+2,596
178
$1.51M 0.13%
23,887
+3,446
179
$1.5M 0.13%
10,160
-203
180
$1.5M 0.13%
9,045
-151
181
$1.45M 0.13%
42,482
-910
182
$1.42M 0.12%
50,015
-3,630
183
$1.39M 0.12%
62,600
184
$1.39M 0.12%
+12,778
185
$1.39M 0.12%
21,766
-3,277
186
$1.38M 0.12%
+21,727
187
$1.38M 0.12%
23,900
-2,942
188
$1.37M 0.12%
+4,946
189
$1.37M 0.12%
9,257
+775
190
$1.36M 0.12%
27,280
+4,370
191
$1.36M 0.12%
6,909
+264
192
$1.35M 0.12%
55,120
-400
193
$1.35M 0.12%
38,946
-1,418
194
$1.34M 0.12%
36,742
+8,877
195
$1.33M 0.12%
26,610
-1,166
196
$1.33M 0.12%
8,883
-9,697
197
$1.32M 0.11%
63,850
+710
198
$1.32M 0.11%
54,838
+9,936
199
$1.31M 0.11%
38,242
-4,902
200
$1.3M 0.11%
7,791
-1,537
6 7
8
9 10