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
651
$688K 0.02%
8,991
-218
652
$687K 0.02%
8,299
-24
653
$685K 0.02%
2,370
+345
654
$683K 0.02%
51,993
+26
655
$683K 0.02%
1,213
-50
656
$683K 0.02%
1,520
-1,250
657
$682K 0.02%
1,133
+64
658
$672K 0.02%
33,562
-153
659
$665K 0.02%
25,017
660
$662K 0.02%
4,783
+568
661
$661K 0.02%
7,200
-126
662
$659K 0.02%
6,043
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663
$659K 0.02%
22,458
+183
664
$657K 0.02%
36,840
+6,975
665
$654K 0.02%
22,809
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666
$649K 0.02%
+13,988
667
$646K 0.02%
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668
$645K 0.02%
16,235
-2,705
669
$642K 0.02%
24,375
-168
670
$642K 0.02%
16,190
+7,228
671
$641K 0.02%
6,151
-285
672
$637K 0.02%
17,514
673
$635K 0.02%
35,531
-1,277
674
$635K 0.02%
59,953
+27,894
675
$633K 0.02%
30,343
+154
25 26
27
28 29