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
201
$1.26M 0.11%
65,946
-7,645
202
$1.26M 0.11%
22,852
+5,343
203
$1.25M 0.11%
19,788
+1,399
204
$1.25M 0.11%
49,900
205
$1.24M 0.11%
23,382
-116
206
$1.23M 0.11%
47,580
207
$1.21M 0.11%
+21,155
208
$1.2M 0.1%
7,606
+339
209
$1.19M 0.1%
41,670
-2,055
210
$1.18M 0.1%
23,339
+13,980
211
$1.18M 0.1%
14,633
+4,608
212
$1.15M 0.1%
22,984
+944
213
$1.15M 0.1%
61,189
+2,558
214
$1.15M 0.1%
113,926
+2,684
215
$1.15M 0.1%
12,429
+1,003
216
$1.13M 0.1%
37,850
-74
217
$1.13M 0.1%
12,597
+2,315
218
$1.13M 0.1%
36,750
-250
219
$1.13M 0.1%
+17,373
220
$1.13M 0.1%
18,957
-11,758
221
$1.12M 0.1%
10,948
-2,748
222
$1.11M 0.1%
12,576
-598
223
$1.11M 0.1%
45,994
-1,171
224
$1.1M 0.1%
57,954
-2,721
225
$1.1M 0.1%
9,163
+2,953
7 8
9
10 11