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
701
$593K 0.01%
4,987
-1,553
702
$591K 0.01%
17,661
-14
703
$591K 0.01%
16,570
+131
704
$589K 0.01%
24,362
+383
705
$588K 0.01%
55,000
706
$588K 0.01%
925
-182
707
$587K 0.01%
6,650
+203
708
$587K 0.01%
10,229
+146
709
$586K 0.01%
+12,895
710
$584K 0.01%
10,731
+1,487
711
$583K 0.01%
2,140
+496
712
$583K 0.01%
7,830
-4,105
713
$582K 0.01%
2,191
+646
714
$581K 0.01%
2,325
+134
715
$581K 0.01%
24,952
-6,092
716
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14,421
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717
$579K 0.01%
47,496
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718
$579K 0.01%
6,444
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719
$578K 0.01%
11,206
-2,522
720
$576K 0.01%
9,999
-45
721
$575K 0.01%
4,984
+375
722
$573K 0.01%
4,907
+1,366
723
$571K 0.01%
5,658
+758
724
$571K 0.01%
+12,393
725
$567K 0.01%
12,449
-2
27 28
29
30 31