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
776
$501K 0.01%
6,597
+2,932
777
$500K 0.01%
888
+50
778
$499K 0.01%
3,374
+932
779
$498K 0.01%
5,039
+2,758
780
$498K 0.01%
16,531
+343
781
$496K 0.01%
843
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782
$495K 0.01%
33,410
+1,392
783
$495K 0.01%
470
-9
784
$495K 0.01%
+7,500
785
$493K 0.01%
19,541
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786
$490K 0.01%
+12,393
787
$490K 0.01%
1,876
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788
$489K 0.01%
18,246
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789
$489K 0.01%
+73,968
790
$487K 0.01%
22,081
-129
791
$485K 0.01%
936
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792
$482K 0.01%
18,113
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793
$482K 0.01%
4,628
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794
$481K 0.01%
4,612
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795
$480K 0.01%
1,909
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796
$480K 0.01%
2,940
+22
797
$479K 0.01%
9,022
+1,502
798
$479K 0.01%
+12,571
799
$478K 0.01%
2,541
+41
800
$478K 0.01%
985
-243
30 31
32
33 34