Portfolio (Quarterly)
Guide ↗
Mutual Advisors, LLC
· CIK 0001694080| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 81 | NCDL | NUVEEN CHURCHILL DIRECT LEND | Financial Services | 13,218 | $176K | 0.00% | SOLD |
| 82 | VIV | TELEFONICA BRASIL SA | Communication Services | 13,674 | $162K | 0.00% | SOLD |
| 83 | — | TELEFONICA S A | — | 38,645 | $157K | 0.00% | SOLD |
| 84 | SHLS | SHOALS TECHNOLOGIES GROUP IN | Energy | 12,709 | $108K | 0.00% | SOLD |
| 85 | PML | PIMCO MUN INCOME FD II | Financial Services | 12,407 | $94K | 0.00% | SOLD |
| 86 | — | XAI OCTAGN FLT RAT & ALT INM | — | 17,152 | $82K | 0.00% | SOLD |
| 87 | CMU | MFS HIGH YIELD MUN TR | Financial Services | 20,998 | $74K | 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%