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
376
$1.54M 0.04%
111,956
-12,489
377
$1.54M 0.04%
2,165
+18
378
$1.54M 0.04%
3,275
+191
379
$1.54M 0.04%
44,321
+26
380
$1.54M 0.04%
10,150
+469
381
$1.54M 0.04%
19,480
+17,456
382
$1.53M 0.04%
18,814
-5,066
383
$1.52M 0.04%
1,931
-80
384
$1.49M 0.04%
6,787
+1,015
385
$1.49M 0.04%
41,457
-663
386
$1.49M 0.04%
9,798
+436
387
$1.49M 0.04%
65,616
388
$1.48M 0.04%
43,981
-3,088
389
$1.48M 0.04%
74,399
+172
390
$1.47M 0.04%
22,778
+795
391
$1.46M 0.04%
27,912
+342
392
$1.45M 0.04%
17,759
+90
393
$1.45M 0.04%
28,830
+21,732
394
$1.45M 0.04%
23,359
-2,454
395
$1.45M 0.04%
36,112
-400
396
$1.44M 0.04%
14,319
-1,123
397
$1.43M 0.04%
5,930
+649
398
$1.43M 0.04%
26,867
-193
399
$1.42M 0.04%
74,383
-1,524
400
$1.41M 0.04%
32,605
+8,964
14 15
16
17 18