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
251
$2.83M 0.07%
80,573
+2,792
252
$2.83M 0.07%
103,412
+11,320
253
$2.82M 0.07%
31,856
+1,350
254
$2.79M 0.07%
7,960
+869
255
$2.78M 0.07%
83,649
+8,216
256
$2.78M 0.07%
9,012
+1,074
257
$2.75M 0.07%
22,070
-1,016
258
$2.72M 0.07%
88,298
+1,756
259
$2.72M 0.07%
142,126
+65,169
260
$2.72M 0.07%
8,651
+85
261
$2.72M 0.07%
19,491
+1,495
262
$2.7M 0.07%
103,067
+24,972
263
$2.68M 0.07%
11,670
+748
264
$2.65M 0.07%
49,084
-944
265
$2.63M 0.07%
43,551
-16
266
$2.63M 0.07%
34,252
+3,476
267
$2.62M 0.07%
57,669
-1,816
268
$2.58M 0.06%
83,198
-2,864
269
$2.57M 0.06%
70,843
+16,305
270
$2.57M 0.06%
21,396
+2,052
271
$2.56M 0.06%
123,904
-17,286
272
$2.52M 0.06%
50,710
+14,321
273
$2.48M 0.06%
19,584
-119
274
$2.47M 0.06%
21,228
+3,072
275
$2.44M 0.06%
53,155
+142
9 10
11
12 13