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
526
$879K 0.03%
11,582
-942
527
$877K 0.03%
+2,503
528
$876K 0.03%
33,876
-749
529
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530
$873K 0.03%
18,310
-20
531
$871K 0.03%
8,654
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532
$871K 0.03%
52,065
-1,103
533
$867K 0.03%
93,723
-59,685
534
$858K 0.03%
5,104
+82
535
$857K 0.03%
2,577
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536
$857K 0.03%
10,004
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$855K 0.03%
8,780
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538
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99,317
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539
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20,517
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540
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42,040
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541
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11,504
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546
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40,775
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547
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3,358
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548
$828K 0.02%
28,951
-2,000
549
$827K 0.02%
20,550
-1,827
550
$821K 0.02%
11,741
+333
20 21
22
23 24