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
$675M
AUM Growth
+$168M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
502
New
Increased
Reduced
Closed

Top Buys

1
+$12.8M
2
+$9.33M
3
+$6.29M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$6.11M
5
SHV icon
iShares 0-1 Year Treasury Bond ETF
SHV
+$5.11M

Top Sells

1
+$2.02M
2
+$1.95M
3
+$1.89M
4
SH icon
ProShares Short S&P500
SH
+$1.83M
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$1.77M

Sector Composition

1 Technology 12.12%
2 Financials 5.37%
3 Consumer Discretionary 4.77%
4 Healthcare 3.9%
5 Industrials 3.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$38K 0.01%
+623
477
$13K ﹤0.01%
19,009
+2,256
478
$8K ﹤0.01%
+10,102
479
– –
-41,617
480
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-9,195
481
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-968
482
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-5,809
483
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-10,863
484
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-2,635
485
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-11,710
486
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-3,402
487
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-8,189
488
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-5,887
489
– –
-9,376
490
– –
-7,565
491
– –
-14,200
492
– –
-12,800
493
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-19,760
494
– –
-14,610
495
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-77,786
496
– –
-62,577
497
– –
-4,264
498
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-21,460
499
– –
-20,048
500
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-8,521
17 18 19
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