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
26
$22.3M 0.56%
163,330
+13,927
27
$22.3M 0.56%
737,503
+11,829
28
$18.1M 0.45%
62,219
+1,035
29
$17.4M 0.43%
55,080
+1,699
30
$17.1M 0.43%
305,344
-3,469
31
$17.1M 0.43%
144,980
+1,150
32
$17.1M 0.43%
601,228
+6,904
33
$16.9M 0.42%
18,108
+1,143
34
$16.5M 0.41%
125,876
+594
35
$16.5M 0.41%
219,566
-19,199
36
$16M 0.4%
23,269
-1,493
37
$15.7M 0.39%
137,853
+8,415
38
$15.5M 0.39%
43,542
-352
39
$15.5M 0.39%
442,043
-14,830
40
$15M 0.37%
228,141
+17,146
41
$14.9M 0.37%
647,225
+5,525
42
$14.8M 0.37%
32,618
-484
43
$14.6M 0.37%
535,985
-11,843
44
$14M 0.35%
299,748
-1,413
45
$14M 0.35%
56,985
-6,218
46
$13.7M 0.34%
88,759
+6,058
47
$13.7M 0.34%
230,000
+2,031
48
$13.4M 0.33%
262,224
+31,800
49
$13.4M 0.33%
291,381
-91,838
50
$13.2M 0.33%
116,529
+8,847
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