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
676
$633K 0.02%
14,171
677
$630K 0.02%
16,605
+2,762
678
$629K 0.02%
3,561
-10
679
$628K 0.02%
1,991
+31
680
$626K 0.02%
10,837
-216
681
$625K 0.02%
19,079
682
$624K 0.02%
10,291
+1,070
683
$624K 0.02%
3,052
-21
684
$622K 0.02%
7,215
+1,362
685
$620K 0.02%
12,172
+1,303
686
$619K 0.02%
22,387
-145
687
$618K 0.02%
14,405
+126
688
$612K 0.02%
13,638
+334
689
$611K 0.02%
5,978
+344
690
$611K 0.02%
3,432
+171
691
$608K 0.02%
40,000
692
$608K 0.02%
2,324
+175
693
$604K 0.02%
7,436
+42
694
$603K 0.02%
3,799
+2,300
695
$602K 0.02%
6,004
+75
696
$602K 0.02%
5,730
-1,482
697
$600K 0.02%
27,800
+4,600
698
$597K 0.01%
15,488
+37
699
$594K 0.01%
9,019
-1,310
700
$594K 0.01%
7,580
-4,356
26 27
28
29 30