Tammi Ellis

@Mutual Advisors, Llc

Latest period2024 - Q4

Reported1d ago

Managed Assets$3.455B

Total holdings1067

Assets growth rate1%

Assets growth rate (2-Q avg)2.14%

Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Mutual Advisors, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 1067 positions.

Assets under management

The assets under management (AUM) of Mutual Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 3.455B in assets, with a quarterly growth rate of 1% and a 2-quarter average growth rate of 2.14%. The portfolio is managed by Tammi Ellis, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
BLKBlackrock Inc Recent Activity New Position	0.1%	$3.257M 3,271 shares@ $995.78 avg price	New Position
ANETArista Networks Inc Recent Activity New Position	0.08%	$2.643M 22,372 shares@ $118.13 avg price	New Position
APOCInnovator Etfs Trust Recent Activity New Position	0.08%	$2.632M 103,053 shares@ $25.55 avg price	New Position
EALTInnovator Etfs Trust Recent Activity New Position	0.06%	$2.073M 63,645 shares@ $32.58 avg price	New Position
SPMOInvesco Exch Traded Fd Tr Ii Recent Activity New Position	0.05%	$1.688M 17,301 shares@ $97.58 avg price	New Position
CLOZSeries Portfolios Tr Recent Activity New Position	0.04%	$1.043M 38,525 shares@ $27.08 avg price	New Position
GPCGenuine Parts Co Recent Activity New Position	0.03%	$1.034M 8,660 shares@ $119.42 avg price	New Position
LEALear Corp Recent Activity New Position	0.03%	$902,113 9,579 shares@ $94.18 avg price	New Position
LRCXLam Research Corp Recent Activity New Position	0.03%	$830,083 10,478 shares@ $79.23 avg price	New Position
UUPInvesco Db Us Dlr Index Tr Recent Activity New Position	0.02%	$634,542 21,430 shares@ $29.61 avg price	New Position