MA

Mutual Advisors Portfolio holdings

AUM $4.66B
1-Year Est. Return 17.21%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4B
AUM Growth
+$510M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,205
New
Increased
Reduced
Closed

Top Buys

1
+$18.6M
2
+$11.5M
3
+$8.59M
4
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$7.11M
5
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$5.14M

Top Sells

1
+$15.9M
2
+$14.4M
3
+$10.1M
4
IAU icon
iShares Gold Trust
IAU
+$5M
5
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$4.19M

Sector Composition

1 Technology 10.92%
2 Financials 6.82%
3 Healthcare 3.38%
4 Consumer Discretionary 3.34%
5 Communication Services 3.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$3.4M 0.09%
55,545
+3,993
227
$3.4M 0.09%
8,675
-558
228
$3.39M 0.08%
3,017
-293
229
$3.37M 0.08%
57,608
+1,128
230
$3.34M 0.08%
34,981
+1,398
231
$3.26M 0.08%
38,431
+2,610
232
$3.26M 0.08%
+104,317
233
$3.25M 0.08%
45,318
+7,469
234
$3.2M 0.08%
69,302
+197
235
$3.17M 0.08%
68,482
+11,090
236
$3.14M 0.08%
15,450
+375
237
$3.04M 0.08%
21,371
-4,912
238
$3.02M 0.08%
6,448
+442
239
$3M 0.07%
13,220
+170
240
$2.98M 0.07%
10,963
-116
241
$2.97M 0.07%
35,091
+1,187
242
$2.95M 0.07%
80,708
+2,527
243
$2.95M 0.07%
48,061
+5,701
244
$2.94M 0.07%
94,255
+11,354
245
$2.92M 0.07%
59,293
+671
246
$2.89M 0.07%
16,201
-1,143
247
$2.86M 0.07%
12,289
+1,658
248
$2.86M 0.07%
88,894
-21,919
249
$2.85M 0.07%
28,504
+8,351
250
$2.85M 0.07%
57,338
-3,173
8 9
10
11 12