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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
JPXNIshares Tr
Recent Activity
Exited
0%
$234,508
3,278 shares@ $71.54 avg price
BGBunge Global Sa
Recent Activity
Exited
0%
$233,637
2,590 shares@ $90.21 avg price
SMCISuper Micro Computer Inc
Recent Activity
Exited
0%
$232,862
5,037 shares@ $46.24 avg price
IEURIshares Tr
Recent Activity
Exited
0%
$232,655
3,980 shares@ $58.46 avg price
LWLamb Weston Hldgs Inc
Recent Activity
Exited
0%
$231,077
2,986 shares@ $77.39 avg price
ARLPAlliance Resource Partners L
Recent Activity
Exited
0%
$219,500
8,608 shares@ $25.5 avg price
ACGLArch Cap Group Ltd
Recent Activity
Exited
0%
$218,255
2,039 shares@ $107.05 avg price
4614⤦Investment Managers Ser Tr I
Recent Activity
Exited
0%
$215,684
8,334 shares@ $25.89 avg price
TMToyota Motor Corp
Recent Activity
Exited
0%
$214,905
1,261 shares@ $170.43 avg price
HRLHormel Foods Corp
Recent Activity
Exited
0%
$213,422
6,865 shares@ $31.09 avg price