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Tammi Ellis

@Mutual Advisors, Llc

Latest period2024 - Q4ReportedManaged Assets$3.455BTotal 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

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
IUSBIshares Tr
Recent Activity
Increased 24.65%
0.45%
$15.497M
342,927 shares@ $45.19 avg price
DYNFBlackrock Etf Trust
Recent Activity
Increased 2.3%
0.43%
$14.777M
286,043 shares@ $51.66 avg price
IVWIshares Tr
Recent Activity
Increased 2.37%
0.42%
$14.495M
141,418 shares@ $102.51 avg price
RUNNStrategic Trust
Recent Activity
Increased 15.94%
0.42%
$14.421M
428,803 shares@ $33.63 avg price
JCPBJ P Morgan Exchange Traded F
Recent Activity
Increased 6.41%
0.39%
$13.392M
290,445 shares@ $46.11 avg price
FLOTIshares Tr
Recent Activity
Increased 880.69%
0.37%
$12.74M
249,801 shares@ $51.0 avg price
XLFSelect Sector Spdr Tr
Recent Activity
Increased 69.6%
0.36%
$12.241M
245,750 shares@ $49.82 avg price
OHIOmega Healthcare Invs Inc
Recent Activity
Increased 0.6%
0.33%
$11.343M
299,758 shares@ $37.85 avg price
IQLTIshares Tr
Recent Activity
Increased 11.56%
0.32%
$10.731M
284,347 shares@ $37.74 avg price
TLTIshares Tr
Recent Activity
Increased 5.33%
0.31%
$10.578M
121,534 shares@ $87.05 avg price