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
351
$1.77M 0.04%
18,467
+405
352
$1.75M 0.04%
5,919
+478
353
$1.74M 0.04%
15,613
+5,467
354
$1.73M 0.04%
24,064
+256
355
$1.73M 0.04%
40,034
-71
356
$1.73M 0.04%
+26,580
357
$1.71M 0.04%
77,505
+3,826
358
$1.71M 0.04%
64,369
+2,915
359
$1.7M 0.04%
22,291
-7,888
360
$1.7M 0.04%
30,549
+8,179
361
$1.69M 0.04%
49,011
-4,609
362
$1.69M 0.04%
13,584
+4,332
363
$1.68M 0.04%
151,787
-3,897
364
$1.65M 0.04%
55,527
+3,002
365
$1.65M 0.04%
6,773
+956
366
$1.64M 0.04%
63,850
-583
367
$1.62M 0.04%
17,090
+4,136
368
$1.6M 0.04%
32,953
+3,122
369
$1.6M 0.04%
48,393
+3,248
370
$1.57M 0.04%
34,174
+704
371
$1.57M 0.04%
8,602
+4,124
372
$1.57M 0.04%
9,131
+40
373
$1.56M 0.04%
3,266
+853
374
$1.55M 0.04%
5,362
+2
375
$1.54M 0.04%
24,872
+458
13 14
15
16 17