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
601
$797K 0.02%
101,163
+30
602
$796K 0.02%
1,605
+86
603
$795K 0.02%
25,071
+421
604
$792K 0.02%
25,951
605
$791K 0.02%
10,346
-17
606
$788K 0.02%
2,197
-170
607
$780K 0.02%
16,666
+1,519
608
$776K 0.02%
3,687
+118
609
$768K 0.02%
12,951
+190
610
$759K 0.02%
15,646
-15
611
$757K 0.02%
74,881
+3,568
612
$756K 0.02%
31,293
613
$754K 0.02%
1,357
+71
614
$754K 0.02%
2,741
+146
615
$751K 0.02%
6,865
-11
616
$748K 0.02%
12,611
+1,241
617
$742K 0.02%
2,268
+826
618
$741K 0.02%
2,419
-470
619
$740K 0.02%
10,479
-446
620
$737K 0.02%
35,285
-43,361
621
$737K 0.02%
28,409
+904
622
$737K 0.02%
46,539
+14,202
623
$735K 0.02%
8,173
+576
624
$734K 0.02%
3,959
+980
625
$730K 0.02%
13,541
+64
23 24
25
26 27