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
576
$851K 0.02%
253,345
-48,694
577
$847K 0.02%
13,350
+7,924
578
$846K 0.02%
+31,347
579
$844K 0.02%
10,515
+1,925
580
$844K 0.02%
+18,535
581
$844K 0.02%
4,577
-806
582
$844K 0.02%
29,778
+11,827
583
$843K 0.02%
16,862
-1,038
584
$840K 0.02%
5,397
+685
585
$837K 0.02%
19,060
+3,612
586
$834K 0.02%
9,090
+2,027
587
$832K 0.02%
15,926
+4,688
588
$832K 0.02%
27,707
+923
589
$830K 0.02%
9,134
-1,898
590
$820K 0.02%
28,637
+3,167
591
$816K 0.02%
17,196
-1,056
592
$815K 0.02%
21,238
-1,592
593
$811K 0.02%
4,221
+276
594
$810K 0.02%
7,916
-600
595
$806K 0.02%
31,736
+1,869
596
$805K 0.02%
10,419
-369
597
$804K 0.02%
32,658
-249
598
$801K 0.02%
2,977
+767
599
$801K 0.02%
25,613
+4,584
600
$798K 0.02%
30,733
-1,486
22 23
24
25 26