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
$737M
AUM Growth
-$203M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
657
New
Increased
Reduced
Closed

Top Buys

1
+$10.4M
2
+$8.21M
3
+$4.62M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$4.05M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$3.45M

Top Sells

1
+$14.7M
2
+$9.72M
3
+$5.89M
4
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$5.29M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$5.06M

Sector Composition

1 Technology 9.65%
2 Financials 4.65%
3 Healthcare 4.59%
4 Consumer Discretionary 4.12%
5 Communication Services 3.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$372K 0.05%
17,125
+8,479
352
$372K 0.05%
24,545
353
$371K 0.05%
3,906
+104
354
$370K 0.05%
9,920
+697
355
$369K 0.05%
27,666
356
$369K 0.05%
32,505
+6,835
357
$369K 0.05%
3,992
+628
358
$366K 0.05%
+16,580
359
$366K 0.05%
6,207
-7,957
360
$365K 0.05%
2,533
+430
361
$365K 0.05%
3,158
-2,231
362
$364K 0.05%
+11,312
363
$363K 0.05%
2,414
-360
364
$362K 0.05%
7,669
-1,275
365
$361K 0.05%
10,100
366
$361K 0.05%
2,267
367
$359K 0.05%
+4,061
368
$359K 0.05%
5,995
-199
369
$358K 0.05%
+6,229
370
$352K 0.05%
+3,432
371
$349K 0.05%
7,816
+876
372
$347K 0.05%
1,749
-55
373
$343K 0.05%
13,290
-86,399
374
$334K 0.05%
3,976
-83
375
$333K 0.05%
7,540
13 14
15
16 17