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
551
$908K 0.02%
16,975
552
$906K 0.02%
31,137
-326
553
$906K 0.02%
5,828
-1,110
554
$905K 0.02%
4,862
-303
555
$903K 0.02%
22,241
556
$903K 0.02%
10,991
+9
557
$902K 0.02%
11,067
+715
558
$892K 0.02%
5,677
+6
559
$877K 0.02%
21,374
560
$876K 0.02%
15,295
-540
561
$875K 0.02%
9,437
+342
562
$874K 0.02%
5,431
+51
563
$872K 0.02%
12,431
-1,749
564
$869K 0.02%
21,161
565
$868K 0.02%
1,622
-37
566
$866K 0.02%
8,864
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567
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5,206
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568
$863K 0.02%
5,821
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569
$861K 0.02%
9,019
+28
570
$859K 0.02%
60,048
-35
571
$859K 0.02%
17,912
-12
572
$856K 0.02%
4,418
-132
573
$855K 0.02%
30,307
574
$853K 0.02%
4,576
+508
575
$851K 0.02%
24,799
+11,915
21 22
23
24 25