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
$3.42B
AUM Growth
+$108M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,173
New
Increased
Reduced
Closed

Top Buys

1
+$48.7M
2
+$30.1M
3
+$29.6M
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$23.3M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$21.9M

Top Sells

1
+$91.2M
2
+$13.5M
3
+$10.7M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$6.97M
5
TMFC icon
Motley Fool 100 Index ETF
TMFC
+$5.57M

Sector Composition

1 Technology 12.22%
2 Financials 7.01%
3 Healthcare 4.3%
4 Consumer Discretionary 3.61%
5 Communication Services 3.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$538K 0.02%
14,261
-4,887
677
$534K 0.02%
3,804
+196
678
$528K 0.02%
1,631
+114
679
$526K 0.02%
11,967
+2,441
680
$525K 0.02%
+14,005
681
$525K 0.02%
+26,651
682
$525K 0.02%
4,438
-296
683
$522K 0.02%
5,830
-103
684
$520K 0.02%
2,856
+192
685
$519K 0.02%
22,952
-3,615
686
$519K 0.02%
14,815
+233
687
$518K 0.02%
11,270
+2,237
688
$517K 0.02%
7,840
-10
689
$516K 0.02%
2,825
+1,280
690
$515K 0.02%
43,971
+1,509
691
$513K 0.02%
2,004
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692
$513K 0.02%
5,161
-1,552
693
$512K 0.02%
11,516
+1,540
694
$511K 0.02%
3,393
-337
695
$511K 0.01%
14,124
-150
696
$510K 0.01%
2,809
+150
697
$507K 0.01%
15,911
-4,436
698
$507K 0.01%
3,893
+75
699
$506K 0.01%
13,287
-811
700
$505K 0.01%
19,954
-1,197
26 27
28
29 30