test

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
AVDVAmerican Centy Etf Tr
Recent Activity
Exited
0%
$202,879
3,000 shares@ $67.63 avg price
BURBurford Cap Ltd
Recent Activity
Exited
0%
$192,245
13,941 shares@ $13.79 avg price
HPIHancock John Pfd Income Fd
Recent Activity
Exited
0%
$187,380
10,217 shares@ $18.35 avg price
UNGUnited Sts Nat Gas Fd Lp
Recent Activity
Exited
0%
$161,258
11,261 shares@ $14.33 avg price
ORANYOrange
Recent Activity
Exited
0%
$155,083
14,022 shares@ $11.06 avg price
7434⤦Proshares Tr Ii
Recent Activity
Exited
0%
$144,685
11,104 shares@ $13.03 avg price
PTONPeloton Interactive Inc
Recent Activity
Exited
0%
$62,904
10,245 shares@ $6.14 avg price
WEATTeucrium Commodity Tr
Recent Activity
Exited
0%
$52,882
10,150 shares@ $5.22 avg price
BTEBaytex Energy Corp
Recent Activity
Exited
0%
$41,902
14,399 shares@ $2.92 avg price
CLOVClover Health Investments Co
Recent Activity
Exited
0%
$40,921
10,797 shares@ $3.8 avg price