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
701
$504K 0.01%
1,215
+66
702
$504K 0.01%
29,375
-11,374
703
$503K 0.01%
3,095
+521
704
$499K 0.01%
9,504
-8,578
705
$497K 0.01%
22,491
-6,068
706
$497K 0.01%
3,130
+608
707
$496K 0.01%
8,309
+454
708
$496K 0.01%
5,363
-700
709
$496K 0.01%
2,181
-996
710
$495K 0.01%
12,190
-214
711
$493K 0.01%
1,923
+195
712
$493K 0.01%
5,824
+636
713
$490K 0.01%
10,911
714
$490K 0.01%
+10,469
715
$487K 0.01%
4,092
-1,100
716
$485K 0.01%
20,120
-3,674
717
$485K 0.01%
1,650
-52
718
$484K 0.01%
8,824
-38,197
719
$484K 0.01%
2,794
-122
720
$484K 0.01%
8,750
-2,165
721
$484K 0.01%
8,815
+965
722
$483K 0.01%
+4,088
723
$482K 0.01%
19,135
-13,971
724
$481K 0.01%
1,018
+137
725
$481K 0.01%
13,950
-25,625
27 28
29
30 31