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
726
$475K 0.01%
6,064
+504
727
$475K 0.01%
16,260
+13
728
$473K 0.01%
10,242
729
$471K 0.01%
19,617
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730
$470K 0.01%
991
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731
$470K 0.01%
22,030
-25
732
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848
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733
$466K 0.01%
20,300
734
$466K 0.01%
25,139
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735
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2,025
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736
$465K 0.01%
3,195
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737
$464K 0.01%
20,998
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738
$463K 0.01%
4,418
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739
$463K 0.01%
13,700
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740
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1,597
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746
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748
$454K 0.01%
4,407
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$446K 0.01%
23,650
+3,305
750
$446K 0.01%
10,847
-1,160
28 29
30
31 32