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Home > Institutional Investor > Mutual Advisors, Llc > Profile

Instuitional Investor - Mutual Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Mutual Advisors, Llc
Portfolio Value $2,874,167,318
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Tr
 7,386,162 $170,177,168 5.92%
2.
Spdr S & P 500 Etf Trust
 SPY 292,869 $139,203,800 4.84%
3.
Apple Inc.
 AAPL 629,952 $121,284,658 4.21%
4.
Ishares Trust
 IEF 225,153 $107,539,824 3.74%
5.
Microsoft Corp
 MSFT 217,522 $81,797,101 2.84%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)