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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
GUNRFlexshares Tr
Recent Activity
Exited
0%
$208,604
5,171 shares@ $40.35 avg price
RGAReinsurance Grp Of America I
Recent Activity
Exited
0%
$207,168
975 shares@ $212.48 avg price
ACWXIshares Tr
Recent Activity
Exited
0%
$206,341
3,730 shares@ $55.32 avg price
SAPSap Se
Recent Activity
Exited
0%
$205,709
863 shares@ $238.37 avg price
TERTeradyne Inc
Recent Activity
Exited
0%
$204,721
1,849 shares@ $110.72 avg price
CLBTCellebrite Di Ltd
Recent Activity
Exited
0%
$204,660
11,408 shares@ $17.95 avg price
LKQLkq Corp
Recent Activity
Exited
0%
$204,474
5,428 shares@ $37.68 avg price
VEEVVeeva Sys Inc
Recent Activity
Exited
0%
$203,893
959 shares@ $212.62 avg price
JNKSpdr Ser Tr
Recent Activity
Exited
0%
$203,655
2,110 shares@ $96.52 avg price
VIXMProshares Tr Ii
Recent Activity
Exited
0%
$203,491
13,650 shares@ $14.91 avg price