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
276
$2.42M 0.06%
21,202
+3,308
277
$2.42M 0.06%
19,435
-797
278
$2.4M 0.06%
12,385
+25
279
$2.34M 0.06%
51,995
+10,488
280
$2.33M 0.06%
7,134
+495
281
$2.33M 0.06%
5,771
-665
282
$2.33M 0.06%
111,898
+4,931
283
$2.33M 0.06%
54,328
+23,954
284
$2.31M 0.06%
7,409
+804
285
$2.29M 0.06%
33,401
+388
286
$2.29M 0.06%
16,360
+390
287
$2.26M 0.06%
956
+82
288
$2.23M 0.06%
9,078
+1
289
$2.23M 0.06%
15,264
+1,086
290
$2.22M 0.06%
8,700
+131
291
$2.22M 0.06%
21,195
-25,834
292
$2.22M 0.06%
10,106
-76
293
$2.22M 0.06%
33,436
+10,385
294
$2.21M 0.06%
27,897
+6,885
295
$2.21M 0.06%
3,101
-167
296
$2.2M 0.06%
69,107
-1,631
297
$2.2M 0.05%
73,004
+7,854
298
$2.2M 0.05%
44,398
+23,689
299
$2.19M 0.05%
4,242
+1,063
300
$2.18M 0.05%
99,684
+78,714
10 11
12
13 14