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
$3.42B
AUM Growth
+$108M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,173
New
Increased
Reduced
Closed

Top Buys

1
+$48.7M
2
+$30.1M
3
+$29.6M
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$23.3M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$21.9M

Top Sells

1
+$91.2M
2
+$13.5M
3
+$10.7M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$6.97M
5
TMFC icon
Motley Fool 100 Index ETF
TMFC
+$5.57M

Sector Composition

1 Technology 12.22%
2 Financials 7.01%
3 Healthcare 4.3%
4 Consumer Discretionary 3.61%
5 Communication Services 3.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$1.84M 0.05%
21,412
-453
302
$1.83M 0.05%
36,336
-1,871
303
$1.83M 0.05%
12,962
-77
304
$1.78M 0.05%
42,701
-47,076
305
$1.75M 0.05%
15,639
-1,229
306
$1.75M 0.05%
3,710
+21
307
$1.75M 0.05%
19,294
-108
308
$1.73M 0.05%
9,730
-1,266
309
$1.73M 0.05%
56,728
-102,476
310
$1.72M 0.05%
17,680
-79
311
$1.72M 0.05%
34,175
-41,475
312
$1.71M 0.05%
14,388
-1,675
313
$1.7M 0.05%
58,173
314
$1.7M 0.05%
41,351
-4,252
315
$1.69M 0.05%
27,184
-211
316
$1.69M 0.05%
390
+198
317
$1.69M 0.05%
121,894
+1,284
318
$1.67M 0.05%
8,429
+1,772
319
$1.66M 0.05%
20,303
-11,318
320
$1.66M 0.05%
12,326
+733
321
$1.64M 0.05%
131,452
-1,700
322
$1.64M 0.05%
52,302
-2,490
323
$1.64M 0.05%
124,388
+60,308
324
$1.62M 0.05%
2,690
+476
325
$1.62M 0.05%
32,055
+3,671
11 12
13
14 15