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
51
$13.2M 0.33%
132,456
+2,013
52
$13M 0.32%
256,968
+31,739
53
$12.4M 0.31%
243,925
+13,539
54
$12.2M 0.3%
124,832
-1,939
55
$11.8M 0.29%
301,818
+2,510
56
$11.5M 0.29%
103,794
-123
57
$11.3M 0.28%
169,546
-3,304
58
$10.8M 0.27%
482,686
-7,692
59
$10.8M 0.27%
187,652
+12,543
60
$10.7M 0.27%
218,111
+20,539
61
$10.7M 0.27%
136,460
+15,376
62
$10.6M 0.27%
74,071
+20,171
63
$10.5M 0.26%
153,094
+981
64
$10.5M 0.26%
106,420
-146,945
65
$10.4M 0.26%
240,868
+21,522
66
$10.3M 0.26%
51,401
-450
67
$10.2M 0.25%
88,561
+71,240
68
$10.2M 0.25%
201,002
+13,817
69
$10.1M 0.25%
93,978
+52,197
70
$10.1M 0.25%
382,473
+78,330
71
$10.1M 0.25%
137,936
+22,230
72
$9.94M 0.25%
409,092
+25,058
73
$9.91M 0.25%
123,119
+6,118
74
$9.85M 0.25%
26,242
+1,370
75
$9.79M 0.24%
58,805
+3,101
1 2
3
4 5