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
426
$1.26M 0.03%
9,168
+704
427
$1.26M 0.03%
10,302
+5,172
428
$1.26M 0.03%
55,120
-1,148
429
$1.25M 0.03%
49,508
-3,642
430
$1.25M 0.03%
169,333
431
$1.25M 0.03%
18,940
+3
432
$1.24M 0.03%
4,154
+475
433
$1.22M 0.03%
28,803
-1,884
434
$1.22M 0.03%
32,280
+6,004
435
$1.22M 0.03%
23,919
-25,715
436
$1.22M 0.03%
+36,023
437
$1.21M 0.03%
13,247
+5,570
438
$1.2M 0.03%
104,152
-1,410
439
$1.2M 0.03%
10,750
+2,291
440
$1.18M 0.03%
25,247
+5,397
441
$1.18M 0.03%
11,214
+1,814
442
$1.18M 0.03%
8,327
+532
443
$1.18M 0.03%
18,391
+2,152
444
$1.18M 0.03%
46,244
+39
445
$1.17M 0.03%
10,700
+1,508
446
$1.17M 0.03%
+44,154
447
$1.17M 0.03%
14,808
+11,979
448
$1.16M 0.03%
101,527
+8,973
449
$1.16M 0.03%
61,403
-152,692
450
$1.15M 0.03%
18,635
-715
16 17
18
19 20