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
476
$1.09M 0.03%
41,653
+4,480
477
$1.08M 0.03%
111,467
-16,251
478
$1.08M 0.03%
99,333
479
$1.08M 0.03%
22,311
-5,475
480
$1.08M 0.03%
23,308
+1,852
481
$1.08M 0.03%
6,126
-683
482
$1.07M 0.03%
24,870
-200
483
$1.07M 0.03%
+12,382
484
$1.07M 0.03%
3,631
+2,053
485
$1.06M 0.03%
62,535
+43
486
$1.06M 0.03%
9,180
-119
487
$1.06M 0.03%
3,692
+147
488
$1.05M 0.03%
17,592
+1,459
489
$1.05M 0.03%
104,367
-9
490
$1.05M 0.03%
7,730
-1,359
491
$1.05M 0.03%
8,819
+2,821
492
$1.05M 0.03%
9,420
-424
493
$1.05M 0.03%
20,713
+11,079
494
$1.04M 0.03%
16,833
+2,178
495
$1.04M 0.03%
5,246
+1,012
496
$1.04M 0.03%
3,135
+110
497
$1.03M 0.03%
25,267
+1,094
498
$1.03M 0.03%
+45,228
499
$1.03M 0.03%
21,656
-1,353
500
$1.03M 0.03%
34,855
-622
18 19
20
21 22