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
301
$2.17M 0.05%
43,461
+1,512
302
$2.16M 0.05%
17,258
+794
303
$2.15M 0.05%
3,774
-360
304
$2.11M 0.05%
25,255
+1,109
305
$2.11M 0.05%
16,669
-5,061
306
$2.1M 0.05%
8,691
+33
307
$2.08M 0.05%
45,456
+2,137
308
$2.07M 0.05%
65,705
-74
309
$2.07M 0.05%
16,212
+2,094
310
$2.06M 0.05%
3,196
+461
311
$2.06M 0.05%
36,728
-420
312
$2.05M 0.05%
63,131
-494
313
$2.03M 0.05%
5,360
+396
314
$2.03M 0.05%
28,341
+1,107
315
$2.02M 0.05%
2,244
+27
316
$2.02M 0.05%
18,417
-324
317
$2M 0.05%
39,217
+3,006
318
$2M 0.05%
9,837
+420
319
$2M 0.05%
10,810
-1,255
320
$1.98M 0.05%
332,300
-4,740
321
$1.97M 0.05%
16,405
+1,471
322
$1.96M 0.05%
8,685
+914
323
$1.95M 0.05%
6,882
+419
324
$1.94M 0.05%
42,696
-600
325
$1.93M 0.05%
22,940
+316
11 12
13
14 15