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
451
$1.15M 0.03%
7,750
+5,801
452
$1.15M 0.03%
33,889
+12,547
453
$1.14M 0.03%
31,168
+649
454
$1.13M 0.03%
6,100
+186
455
$1.13M 0.03%
23,998
-342
456
$1.13M 0.03%
34,009
+26
457
$1.13M 0.03%
22,564
-854
458
$1.13M 0.03%
48,795
-307
459
$1.12M 0.03%
+25,557
460
$1.12M 0.03%
120,485
-6,535
461
$1.12M 0.03%
17,486
+30
462
$1.11M 0.03%
32,788
-4,071
463
$1.11M 0.03%
19,973
-48
464
$1.11M 0.03%
26,008
465
$1.11M 0.03%
11,396
+37
466
$1.11M 0.03%
8,514
+119
467
$1.1M 0.03%
+39,963
468
$1.1M 0.03%
22,707
-3
469
$1.09M 0.03%
2,794
-1,099
470
$1.09M 0.03%
10,888
+634
471
$1.09M 0.03%
23,597
+1,070
472
$1.09M 0.03%
25,077
-1,248
473
$1.09M 0.03%
16,498
+1,279
474
$1.09M 0.03%
10,915
-244
475
$1.09M 0.03%
113,453
+76
17 18
19
20 21