Tammi Ellis

@Mutual Advisors, Llc

Latest period2024 - Q4

Reported2d 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
STTState Str Corp Recent Activity New Position	0.01%	$206,952 2,059 shares@ $100.52 avg price	New Position
ROKURoku Inc Recent Activity New Position	0.01%	$206,915 2,753 shares@ $75.16 avg price	New Position
HUBSHubspot Inc Recent Activity New Position	0.01%	$205,874 287 shares@ $717.34 avg price	New Position
XDECFirst Tr Exchng Traded Fd Vi Recent Activity New Position	0.01%	$202,134 5,396 shares@ $37.46 avg price	New Position
KRKroger Co Recent Activity New Position	0.01%	$200,555 3,421 shares@ $58.63 avg price	New Position
CORNTeucrium Commodity Tr Recent Activity New Position	0.01%	$192,800 10,000 shares@ $19.28 avg price	New Position
RITMRithm Capital Corp Recent Activity New Position	0.01%	$169,003 15,009 shares@ $11.27 avg price	New Position
OXLCOxford Lane Cap Corp Recent Activity New Position	0.01%	$137,985 26,793 shares@ $5.16 avg price	New Position
GRABGrab Holdings Limited Recent Activity New Position	0.01%	$115,198 25,887 shares@ $4.46 avg price	New Position
HRZNHorizon Technology Fin Corp Recent Activity New Position	0.01%	$105,889 11,522 shares@ $9.2 avg price	New Position