Mutual Advisors, LLC

1551 THREE CROWNS DRIVE CASPER, WY 82604

Holdings MV

897.00M

Last Updated

2026-01-26

Total Holdings

Tracker Performance

Mutual Advisors, LLC

S&P 500

Total Return

+14.36%

Annualized Return

+25.47%

1 Day Change

-0.04%

Sharpe Ratio

1.56

Trade Updates

2026-01-26

Ticker

Name

01/26

Sell

17.77%

Fill Price --

17.75%

Ticker

Name

01/26

Buy

1.82%

Fill Price --

1.90%

Ticker

Name

01/26

Buy

5.84%

Fill Price --

5.90%

Ticker

Name

01/26

Sell

11.80%

Fill Price --

11.66%

Ticker

Name

01/26

Sell

3.04%

Fill Price --

2.92%

Ticker

Name

01/26

Buy

2.11%

Fill Price --

2.16%

Ticker

Name

01/26

Buy

1.68%

Fill Price --

1.69%

Ticker

Name

01/26

Sell

9.82%

Fill Price --

9.78%

Ticker

Name

01/26

Sell

3.42%

Fill Price --

3.30%

Ticker

Name

01/26

Sell

7.90%

Fill Price --

7.81%

Ticker

Name

01/26

Sell

3.58%

Fill Price --

3.56%

Ticker

Name

01/26

Buy

10.84%

Fill Price --

11.09%

Ticker

Name

01/26

Buy

7.04%

Fill Price --

7.11%

Ticker

Name

01/26

Buy

1.58%

Fill Price --

1.59%

Ticker

Name

01/26

Buy

1.38%

Fill Price --

1.40%

Ticker

Name

01/26

Sell

3.02%

Fill Price --

3.01%

Ticker

Name

01/26

Sell

1.67%

Fill Price --

1.63%

Ticker

Name

01/26

Buy

1.58%

Fill Price --

1.63%

Ticker

Name

01/26

Buy

1.64%

Fill Price --

1.65%

Current Holdings

Computer

30.86%

Internet & Media

13.90%

Non-Bank Financials

13.16%

Electronics

11.80%

Commerce

11.38%

Medical Biology

7.56%

Mining

6.93%

Banks

6.31%

Auto

2.89%

Real Estate

1.58%

Symbol

P&L %

Position Size

Ticker

Name

+139.87%

9.97%

Ticker

Name

+80.91%

2.89%

Ticker

Name

+37.55%

2.51%

Ticker

Name

+33.62%

18.03%

Ticker

Name

+28.53%

7.37%

Ticker

Name

+25.81%

7.56%

Ticker

Name

+23.10%

1.74%

Ticker

Name

+17.80%

1.58%

Ticker

Name

+14.51%

1.63%

Ticker

Name

+13.07%

1.73%

Ticker

Name

+8.50%

6.01%

Ticker

Name

+5.71%

3.37%

Ticker

Name

+0.27%

11.51%

Ticker

Name

-3.63%

3.93%

Ticker

Name

-4.28%

2.11%

Ticker

Name

-8.35%

1.92%

Ticker

Name

-9.21%

1.65%

Ticker

Name

-13.17%

10.27%

Ticker

Name

-14.68%

2.94%

Ticker

Name

-17.72%

1.28%

Disclaimer

This simulated portfolio Tracker is based on holdings disclosed in institutional 13F filings. We select the top 20 holdings and construct a portfolio weighted by their relative proportions. Holdings beyond the top 20 are excluded, as their impact on the portfolio is minimal. Focusing on the top 20 enhances practicality and reflects the institution's stock-picking ability. The portfolio is periodically rebalanced to align with updated 13F filings. Note that 13F disclosures typically have a 45-day delay (e.g., Q2 2025 data is disclosed by mid-August). Users should consider this lag when tracking the portfolio, though institutional holdings are generally long-term, emphasizing strategic rationale behind changes. This portfolio is for illustrative purposes only and does not constitute investment advice. All investment decisions are the user's responsibility. Investing involves risks, including potential loss of principal. Past performance is not indicative of future results.