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
$769M
AUM Growth
+$94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
591
New
Increased
Reduced
Closed

Top Buys

1
+$3.92M
2
+$3.76M
3
+$3.25M
4
TFLO icon
iShares Treasury Floating Rate Bond ETF
TFLO
+$3.11M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$2.93M

Top Sells

1
+$10.8M
2
+$9.51M
3
+$6.42M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$6.15M
5
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$3.83M

Sector Composition

1 Technology 12.28%
2 Financials 5.5%
3 Consumer Discretionary 4.54%
4 Healthcare 3.93%
5 Industrials 3.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
– –
-108,402
577
– –
-523
578
– –
-2,221
579
– –
-6,570
580
– –
-9,651
581
– –
-962
582
– –
-31,821
583
– –
-70,283
584
– –
-5,907
585
– –
-17,500
586
– –
-14,614
587
– –
-7,509
588
– –
-10,102
589
– –
-48,300
590
– –
-19,009
591
– –
-1,217
20 21 22 23
24