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
USALiberty All Star Equity Fd Recent Activity New Position	0.01%	$97,994 13,841 shares@ $7.08 avg price	New Position
STKLSunopta Inc Recent Activity New Position	0.01%	$91,575 12,375 shares@ $7.4 avg price	New Position
IBRXImmunitybio Inc Recent Activity New Position	0.01%	$49,248 16,200 shares@ $3.04 avg price	New Position
HPPHudson Pac Pptys Inc Recent Activity New Position	0.01%	$43,687 14,910 shares@ $2.94 avg price	New Position