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
676
– –
-18,700
677
– –
-24,970
678
– –
-39,555
679
– –
-4,342
680
– –
-10,508
681
– –
-17,098
682
– –
-22,468
683
– –
-7,088
684
– –
-13,912
685
– –
-1,596
686
– –
-64,890
687
– –
-14,801
688
– –
-43,100
689
– –
-60,200
690
– –
-60
691
– –
-10,043
24 25 26 27
28