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
$1.02B
AUM Growth
+$280M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
691
New
Increased
Reduced
Closed

Top Buys

1
+$12.8M
2
+$10.9M
3
+$8.7M
4
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$7.97M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$6.05M

Top Sells

1
+$11.2M
2
+$8.07M
3
+$7.66M
4
VTV icon
Vanguard Value ETF
VTV
+$7.04M
5
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$5.51M

Sector Composition

1 Technology 11.41%
2 Healthcare 4.71%
3 Financials 4.51%
4 Consumer Discretionary 4.36%
5 Communication Services 3.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
– –
-17,125
652
– –
-12,099
653
– –
-81,600
654
– –
-11,319
655
– –
-10,000
656
– –
-13,286
657
– –
-3,110
658
– –
-67,555
659
– –
-7,415
660
– –
-6,262
661
– –
-2,178
662
– –
-4,208
663
– –
-21,412
664
– –
-16,121
665
– –
-13,088
666
– –
-23,341
667
– –
-5,267
668
– –
-17,999
669
– –
-10,140
670
– –
-3,050
671
– –
-11,312
672
– –
-21,478
673
– –
-6,256
674
– –
-2,601
675
– –
-18,700
24 25 26
27
28