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
751
$536K 0.01%
28,674
+2,338
752
$535K 0.01%
2,320
-183
753
$534K 0.01%
21,741
-762
754
$532K 0.01%
8,438
-912
755
$528K 0.01%
20,843
-1,033
756
$527K 0.01%
10,822
+12
757
$527K 0.01%
1,493
+24
758
$526K 0.01%
+44,318
759
$526K 0.01%
8,328
+658
760
$524K 0.01%
15,850
+754
761
$524K 0.01%
13,892
+988
762
$522K 0.01%
12,071
+1,915
763
$520K 0.01%
6,665
-919
764
$514K 0.01%
11,561
-285
765
$513K 0.01%
3,892
766
$513K 0.01%
6,980
+1,556
767
$511K 0.01%
6,589
+199
768
$510K 0.01%
3,416
+35
769
$510K 0.01%
29,336
-3,794
770
$509K 0.01%
7,662
-3,101
771
$506K 0.01%
4,529
+966
772
$505K 0.01%
2,698
+93
773
$503K 0.01%
8,558
+315
774
$502K 0.01%
1,154
-49
775
$502K 0.01%
10,860
+5,502
29 30
31
32 33