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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
SJBProshares Tr
Recent Activity
Exited
0%
$326,635
19,935 shares@ $16.39 avg price
HUMHumana Inc
Recent Activity
Exited
0%
$324,776
1,256 shares@ $258.58 avg price
IBDPIshares Tr
Recent Activity
Exited
0%
$317,074
12,587 shares@ $25.2 avg price
SCJIshares Inc
Recent Activity
Exited
0%
$308,133
4,239 shares@ $72.7 avg price
DJANFirst Tr Exchng Traded Fd Vi
Recent Activity
Exited
0%
$307,372
8,017 shares@ $38.35 avg price
RWMProshares Tr
Recent Activity
Exited
0%
$306,414
16,051 shares@ $19.1 avg price
SPHDInvesco Exch Traded Fd Tr Ii
Recent Activity
Exited
0%
$304,444
6,018 shares@ $50.59 avg price
AJANInnovator Etfs Trust
Recent Activity
Exited
0%
$304,309
11,676 shares@ $26.07 avg price
MOSMosaic Co New
Recent Activity
Exited
0%
$303,589
11,366 shares@ $26.72 avg price
FTGSFirst Tr Exchange Traded Fd
Recent Activity
Exited
0%
$290,975
9,252 shares@ $31.45 avg price