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
526
$977K 0.02%
42,999
527
$977K 0.02%
162,822
+5,841
528
$976K 0.02%
28,495
+4,729
529
$971K 0.02%
6,835
+1,129
530
$958K 0.02%
4,031
-900
531
$957K 0.02%
13,167
+2,712
532
$950K 0.02%
24,601
-100
533
$946K 0.02%
9,516
-19
534
$943K 0.02%
30,585
+18
535
$943K 0.02%
3,878
+99
536
$943K 0.02%
4,100
-163
537
$941K 0.02%
3,494
-896
538
$940K 0.02%
9,154
+123
539
$940K 0.02%
21,829
+330
540
$939K 0.02%
10,011
+3,807
541
$928K 0.02%
3,226
-259
542
$927K 0.02%
15,085
+946
543
$925K 0.02%
7,701
+522
544
$917K 0.02%
15,115
+1,604
545
$915K 0.02%
91,823
+30,340
546
$915K 0.02%
146,802
547
$913K 0.02%
8,491
+2,798
548
$913K 0.02%
17,095
-1,126
549
$909K 0.02%
4,124
+578
550
$908K 0.02%
13,487
+128
20 21
22
23 24