Portfolio (Quarterly)
Guide ↗
Mutual Advisors, LLC
· CIK 0001694080| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 61 | INCY | INCYTE CORP | Healthcare | 2,298 | $227K | 0.01% | SOLD |
| 62 | BMNR | BITMINE IMMERSION TECNOLOGIE | Financial Services | 8,308 | $226K | 0.01% | SOLD |
| 63 | CVE | CENOVUS ENERGY INC | Energy | 13,323 | $225K | 0.01% | SOLD |
| 64 | DGRE | WISDOMTREE TR | — | 7,139 | $224K | 0.01% | SOLD |
| 65 | RAVI | FLEXSHARES TR | — | 2,947 | $222K | 0.01% | SOLD |
| 66 | ARKG | ARK ETF TR | — | 7,651 | $222K | 0.01% | SOLD |
| 67 | — | BLACKROCK TECH AND PRIVATE E | — | 33,425 | $220K | 0.01% | SOLD |
| 68 | ECL | ECOLAB INC | Basic Materials | 829 | $218K | 0.01% | SOLD |
| 69 | MGEE | MGE ENERGY INC | Utilities | 2,756 | $216K | 0.01% | SOLD |
| 70 | LYV | LIVE NATION ENTERTAINMENT IN | Communication Services | 1,514 | $216K | 0.01% | SOLD |
| 71 | EVR | EVERCORE INC | Financial Services | 634 | $216K | 0.01% | SOLD |
| 72 | WDAY | WORKDAY INC | Technology | 996 | $214K | 0.01% | SOLD |
| 73 | ZION | ZIONS BANCORPORATION N A | Financial Services | 3,606 | $211K | 0.01% | SOLD |
| 74 | ESS | ESSEX PPTY TR INC | Real Estate | 794 | $208K | 0.00% | SOLD |
| 75 | DFAX | DIMENSIONAL ETF TRUST | — | 6,317 | $207K | 0.00% | SOLD |
| 76 | SILA | SILA REALTY TRUST INC | Real Estate | 8,730 | $203K | 0.00% | SOLD |
| 77 | OMF | ONEMAIN HLDGS INC | Financial Services | 3,005 | $203K | 0.00% | SOLD |
| 78 | IXG | ISHARES TR | — | 1,680 | $203K | 0.00% | SOLD |
| 79 | BSJQ | INVESCO EXCH TRD SLF IDX FD | — | 8,616 | $201K | 0.00% | SOLD |
| 80 | AIG | AMERICAN INTL GROUP INC | Financial Services | 2,349 | $201K | 0.00% | 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%