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
626
$730K 0.02%
36,627
+1,338
627
$727K 0.02%
+19,593
628
$727K 0.02%
91,896
+6,218
629
$727K 0.02%
8,265
+401
630
$726K 0.02%
9,236
+31
631
$721K 0.02%
899
+119
632
$716K 0.02%
3,974
-87
633
$712K 0.02%
6,591
+236
634
$711K 0.02%
4,557
635
$708K 0.02%
1,380
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636
$703K 0.02%
16,624
-748
637
$701K 0.02%
8,681
-467
638
$699K 0.02%
6,445
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639
$698K 0.02%
9,405
+163
640
$697K 0.02%
+26,535
641
$696K 0.02%
8,691
642
$695K 0.02%
10,371
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643
$695K 0.02%
33,502
-735
644
$693K 0.02%
2,479
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645
$692K 0.02%
5,850
+699
646
$691K 0.02%
+7,368
647
$691K 0.02%
2,723
+308
648
$689K 0.02%
62,950
+1,812
649
$689K 0.02%
48,777
+220
650
$688K 0.02%
9,558
+30
24 25
26
27 28