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
501
$938K 0.03%
3,702
+229
502
$936K 0.03%
46,440
-25,129
503
$930K 0.03%
7,041
+189
504
$929K 0.03%
75,752
-237
505
$928K 0.03%
5,293
-66
506
$928K 0.03%
42,725
-15,099
507
$923K 0.03%
82,156
+374
508
$921K 0.03%
24,703
+2,697
509
$917K 0.03%
+18,937
510
$912K 0.03%
38,271
-779
511
$909K 0.03%
1,776
+450
512
$908K 0.03%
23,574
-1,150
513
$905K 0.03%
8,691
+2,061
514
$901K 0.03%
8,437
-3,913
515
$901K 0.03%
33,626
+3,324
516
$900K 0.03%
42,984
-941
517
$897K 0.03%
8,237
-475
518
$895K 0.03%
24,054
+423
519
$894K 0.03%
25,101
520
$888K 0.03%
17,768
-267
521
$888K 0.03%
17,772
-74,235
522
$887K 0.03%
13,361
+66
523
$887K 0.03%
3,716
+200
524
$885K 0.03%
2,111
-759
525
$881K 0.03%
15,363
+88
19 20
21
22 23