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
351
$1.47M 0.04%
17,755
-426
352
$1.47M 0.04%
2,207
-468
353
$1.46M 0.04%
4,327
-222
354
$1.46M 0.04%
18,598
-77
355
$1.46M 0.04%
169,789
-4,140
356
$1.46M 0.04%
77,780
+3,896
357
$1.45M 0.04%
53,713
+2,476
358
$1.45M 0.04%
2,603
+256
359
$1.45M 0.04%
117,980
+57,912
360
$1.45M 0.04%
31,733
+22,261
361
$1.44M 0.04%
7,164
-115
362
$1.44M 0.04%
7,120
+246
363
$1.44M 0.04%
133,268
-1,413
364
$1.44M 0.04%
44,808
+7,127
365
$1.43M 0.04%
13,739
+398
366
$1.43M 0.04%
45,625
+12,076
367
$1.43M 0.04%
146,802
-3,318
368
$1.41M 0.04%
13,383
-19,482
369
$1.4M 0.04%
6,495
+19
370
$1.39M 0.04%
27,996
+140
371
$1.39M 0.04%
6,936
+21
372
$1.39M 0.04%
674
+153
373
$1.38M 0.04%
25,438
-289
374
$1.38M 0.04%
15,613
-2,882
375
$1.37M 0.04%
45,772
+223
13 14
15
16 17