Portfolio (Quarterly)
Guide ↗
Mutual Advisors, LLC
· CIK 0001694080| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | — | CUSHMAN AND WAKEFIELD LTD | — | 45,498 | $737K | 0.02% | SOLD |
| 22 | CLW | CLEARWATER PAPER CORP | Basic Materials | 40,974 | $713K | 0.01% | SOLD |
| 23 | ABG | ASBURY AUTOMOTIVE GROUP INC | Consumer Cyclical | 3,012 | $700K | 0.01% | SOLD |
| 24 | IEI | ISHARES TR | — | 5,763 | $688K | 0.01% | SOLD |
| 25 | — | PAGAYA TECHNOLOGIES LTD | — | 32,867 | $687K | 0.01% | SOLD |
| 26 | TUR | ISHARES INC | — | 19,706 | $678K | 0.01% | SOLD |
| 27 | DIV | GLOBAL X FDS | — | 38,416 | $665K | 0.01% | SOLD |
| 28 | ALLY | ALLY FINL INC | Financial Services | 13,977 | $633K | 0.01% | SOLD |
| 29 | SLX | VANECK ETF TRUST | — | 7,015 | $595K | 0.01% | SOLD |
| 30 | CRCL | CIRCLE INTERNET GROUP INC | Financial Services | 7,469 | $592K | 0.01% | SOLD |
| 31 | WKC | WORLD KINECT CORPORATION | Energy | 21,281 | $499K | 0.01% | SOLD |
| 32 | TTD | THE TRADE DESK INC | Technology | 13,063 | $496K | 0.01% | SOLD |
| 33 | USAR | USA RARE EARTH INC | Basic Materials | 41,477 | $494K | 0.01% | SOLD |
| 34 | IDX | VANECK ETF TRUST | — | 27,340 | $451K | 0.01% | SOLD |
| 35 | GVAL | CAMBRIA ETF TR | — | 13,332 | $420K | 0.01% | SOLD |
| 36 | ZROZ | PIMCO ETF TR | — | 6,475 | $416K | 0.01% | SOLD |
| 37 | JAJL | INNOVATOR ETFS TRUST | — | 14,261 | $414K | 0.01% | SOLD |
| 38 | AKRE | PROFESIONALLY MANAGED PORTFO | — | 5,378 | $352K | 0.01% | SOLD |
| 39 | FYC | FIRST TR EXCHANGE-TRADED ALP | — | 3,439 | $331K | 0.01% | SOLD |
| 40 | PINK | SIMPLIFY EXCHANGE TRADED FUN | — | 8,913 | $326K | 0.01% | SOLD |
Sector Allocation
Financial Services
28.8%
Technology
25.5%
Healthcare
8.0%
Communication Services
7.7%
Consumer Cyclical
6.9%
Industrials
6.8%
Energy
5.5%
Consumer Defensive
5.4%
Real Estate
2.6%
Utilities
1.8%