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
726
$566K 0.01%
7,663
-8,945
727
$565K 0.01%
5,880
+708
728
$564K 0.01%
1,195
+44
729
$563K 0.01%
+2,969
730
$563K 0.01%
761
+4
731
$562K 0.01%
+67,835
732
$561K 0.01%
2,817
-309
733
$561K 0.01%
10,291
+851
734
$558K 0.01%
2,032
+90
735
$557K 0.01%
4,533
+636
736
$555K 0.01%
7,384
+4,113
737
$555K 0.01%
14,245
+730
738
$554K 0.01%
12,163
-192
739
$554K 0.01%
18,606
-6,124
740
$552K 0.01%
7,136
+960
741
$551K 0.01%
1,149
+44
742
$549K 0.01%
1,130
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743
$548K 0.01%
1,350
+27
744
$545K 0.01%
19,440
+3,040
745
$544K 0.01%
13,209
746
$544K 0.01%
4,713
+671
747
$542K 0.01%
21,804
+3,008
748
$540K 0.01%
16,759
-1,275
749
$540K 0.01%
24,270
-5,469
750
$538K 0.01%
1,137
+10
28 29
30
31 32