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
$1.46B
AUM Growth
+$116M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
841
New
Increased
Reduced
Closed

Top Buys

1
+$9.11M
2
+$8.42M
3
+$7.42M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$6.55M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$6.44M

Top Sells

1
+$11.9M
2
+$8.03M
3
+$7.36M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$7.04M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$6.28M

Sector Composition

1 Technology 11.21%
2 Consumer Discretionary 4.99%
3 Financials 4.89%
4 Communication Services 4.68%
5 Healthcare 3.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$223K 0.02%
3,839
-654
702
$223K 0.02%
+5,285
703
$221K 0.02%
4,958
-476
704
$221K 0.02%
+9,956
705
$219K 0.02%
+6,806
706
$219K 0.02%
+3,680
707
$218K 0.01%
+5,789
708
$217K 0.01%
2,795
-1,929
709
$217K 0.01%
+1,180
710
$217K 0.01%
4,207
-958
711
$217K 0.01%
15,536
-1,118
712
$216K 0.01%
+793
713
$215K 0.01%
+4,197
714
$215K 0.01%
3,271
715
$214K 0.01%
+1,511
716
$213K 0.01%
+3,334
717
$213K 0.01%
6,198
+1,239
718
$213K 0.01%
+3,258
719
$212K 0.01%
1,503
-126
720
$211K 0.01%
+7,571
721
$211K 0.01%
+5,869
722
$211K 0.01%
5,287
+1
723
$211K 0.01%
7,182
-162
724
$210K 0.01%
+2,016
725
$207K 0.01%
3,280
-460
27 28
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