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
401
$1.41M 0.04%
45,859
+2,411
402
$1.41M 0.04%
47,351
+12,079
403
$1.4M 0.04%
249
404
$1.4M 0.04%
31,281
-332
405
$1.4M 0.03%
366
+5
406
$1.39M 0.03%
22,275
+280
407
$1.39M 0.03%
92,537
-4,750
408
$1.37M 0.03%
39,433
-817
409
$1.37M 0.03%
17,395
-3,200
410
$1.36M 0.03%
15,545
-753
411
$1.35M 0.03%
92,078
+42,586
412
$1.35M 0.03%
41,937
+1,600
413
$1.35M 0.03%
24,061
+5
414
$1.34M 0.03%
123,766
+7,550
415
$1.33M 0.03%
6,523
-2
416
$1.31M 0.03%
52,953
+1,075
417
$1.31M 0.03%
23,671
-185
418
$1.31M 0.03%
33,540
-407
419
$1.3M 0.03%
12,189
-3,352
420
$1.3M 0.03%
68,390
-48,169
421
$1.3M 0.03%
19,779
+1,111
422
$1.28M 0.03%
76,320
+5,009
423
$1.28M 0.03%
9,990
424
$1.27M 0.03%
9,214
+1,783
425
$1.26M 0.03%
4,478
+181
15 16
17
18 19