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
501
– –
-77,786
502
– –
-62,577
17 18 19 20
21