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
$3.42B
AUM Growth
+$108M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,173
New
Increased
Reduced
Closed

Top Buys

1
+$48.7M
2
+$30.1M
3
+$29.6M
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$23.3M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$21.9M

Top Sells

1
+$91.2M
2
+$13.5M
3
+$10.7M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$6.97M
5
TMFC icon
Motley Fool 100 Index ETF
TMFC
+$5.57M

Sector Composition

1 Technology 12.22%
2 Financials 7.01%
3 Healthcare 4.3%
4 Consumer Discretionary 3.61%
5 Communication Services 3.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$16.6M 0.48%
42,442
-11,904
27
$15.6M 0.46%
123,823
+1,829
28
$15.6M 0.45%
135,846
-11,804
29
$15.5M 0.45%
1,727,682
+1,150,677
30
$15.4M 0.45%
1,631,763
+1,103,175
31
$15M 0.44%
220,143
-3,088
32
$14.9M 0.44%
1,286,602
+713,180
33
$14.7M 0.43%
234,178
+5,517
34
$14.2M 0.41%
15,862
+819
35
$14.1M 0.41%
279,621
+20,737
36
$13.6M 0.4%
48,110
-846
37
$13.4M 0.39%
138,156
+7,827
38
$13.3M 0.39%
88,549
+1,396
39
$12.8M 0.38%
272,974
+139,883
40
$12.8M 0.37%
465,147
+7,030
41
$12.8M 0.37%
228,910
-8,937
42
$12.7M 0.37%
275,120
-35,355
43
$12.5M 0.37%
31,081
-1,047
44
$12.4M 0.36%
297,972
-11,380
45
$12.4M 0.36%
230,061
+15,785
46
$12.3M 0.36%
103,220
-3,301
47
$12.3M 0.36%
369,853
+15,141
48
$12.2M 0.36%
46,953
-47
49
$11.9M 0.35%
235,362
+1,210
50
$11.7M 0.34%
140,842
-4,245
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