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
$940M
AUM Growth
+$183M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
629
New
Increased
Reduced
Closed

Top Buys

1
+$9.74M
2
+$9.16M
3
+$8.87M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$8.01M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$6.06M

Top Sells

1
+$5.05M
2
+$4.33M
3
+$4.06M
4
XAR icon
State Street SPDR S&P Aerospace & Defense ETF
XAR
+$3.98M
5
IAU icon
iShares Gold Trust
IAU
+$3.66M

Sector Composition

1 Technology 8.36%
2 Financials 4.97%
3 Consumer Discretionary 4.5%
4 Healthcare 3.94%
5 Industrials 3.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
– –
-16,075
627
– –
-9,805
628
– –
-20,662
629
– –
-11,479
22 23 24 25
26