MA

Mutual Advisors Portfolio holdings

AUM $4B
1-Year Est. Return 14.38%
This Quarter Est. Return
1 Year Est. Return
+14.38%
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
1
$51.6M 4.47%
445,141
+54,937
2
$39.6M 3.43%
117,760
-3,243
3
$34.5M 2.99%
163,837
+5,456
4
$26.6M 2.3%
95,633
+11,564
5
$26.1M 2.27%
221,427
+17,065
6
$24M 2.08%
186,571
+16,463
7
$21.3M 1.84%
135,080
+16,940
8
$15.2M 1.32%
49,521
-2,197
9
$14.7M 1.27%
68,970
-16,421
10
$11.6M 1.01%
348,147
+7,520
11
$11.3M 0.98%
33,858
-1,792
12
$11.3M 0.98%
96,932
-62,999
13
$11.3M 0.98%
195,112
-38,652
14
$10.6M 0.92%
71,894
+1,927
15
$9.29M 0.81%
243,728
-1,846
16
$8.6M 0.75%
210,358
+7,525
17
$8.35M 0.72%
212,028
+31,163
18
$8.11M 0.7%
30,967
-208
19
$7.75M 0.67%
69,988
+38,704
20
$7.26M 0.63%
48,746
+2,930
21
$7.25M 0.63%
140,035
+14,498
22
$7.03M 0.61%
136,078
+62,245
23
$7.01M 0.61%
86,618
+9,171
24
$6.78M 0.59%
188,537
+126,145
25
$6.59M 0.57%
90,000
+11,540
1
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