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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
MCHPMicrochip Technology Inc.
Recent Activity
Exited
0%
$290,536
3,830 shares@ $75.86 avg price
OCSLOaktree Specialty Lending Co
Recent Activity
Exited
0%
$289,308
17,727 shares@ $16.33 avg price
PMAYInnovator Etfs Trust
Recent Activity
Exited
0%
$262,619
7,427 shares@ $35.37 avg price
DELLDell Technologies Inc
Recent Activity
Exited
0%
$262,404
2,176 shares@ $120.6 avg price
GJUNFirst Tr Exchng Traded Fd Vi
Recent Activity
Exited
0%
$251,409
7,070 shares@ $35.56 avg price
BLOKAmplify Etf Tr
Recent Activity
Exited
0%
$249,980
6,139 shares@ $40.72 avg price
CGXUCapital Group Intl Focus Eqt
Recent Activity
Exited
0%
$244,288
9,289 shares@ $26.3 avg price
FICOFair Isaac Corp
Recent Activity
Exited
0%
$243,274
122 shares@ $1994.05 avg price
EZAIshares Inc
Recent Activity
Exited
0%
$242,022
4,825 shares@ $50.16 avg price
EBAYEbay Inc.
Recent Activity
Exited
0%
$239,357
3,764 shares@ $63.6 avg price