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
326
$1.93M 0.05%
30,147
-4,274
327
$1.92M 0.05%
20,858
+317
328
$1.92M 0.05%
18,244
+896
329
$1.91M 0.05%
9,334
+5,217
330
$1.9M 0.05%
+52,155
331
$1.9M 0.05%
+67,420
332
$1.87M 0.05%
17,574
+702
333
$1.87M 0.05%
43,589
-14,873
334
$1.86M 0.05%
17,974
-3,324
335
$1.86M 0.05%
8,270
+92
336
$1.85M 0.05%
37,567
-2,563
337
$1.85M 0.05%
68,301
+6,815
338
$1.85M 0.05%
9,004
-405
339
$1.85M 0.05%
53,470
+1,810
340
$1.84M 0.05%
7,506
+257
341
$1.84M 0.05%
18,129
+2,467
342
$1.84M 0.05%
145,680
-858
343
$1.83M 0.05%
8,178
+58
344
$1.83M 0.05%
18,037
+15,524
345
$1.83M 0.05%
22,597
+2,396
346
$1.83M 0.05%
58,344
+965
347
$1.8M 0.05%
7,519
-20
348
$1.8M 0.04%
47,963
+23,857
349
$1.78M 0.04%
12,460
+1,132
350
$1.78M 0.04%
17,196
+216
12 13
14
15 16