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
801
$477K 0.01%
41,700
-47,376
802
$476K 0.01%
19,646
-430
803
$474K 0.01%
3,948
+130
804
$473K 0.01%
10,329
-22
805
$472K 0.01%
2,923
+98
806
$472K 0.01%
18,374
-717
807
$471K 0.01%
15,763
808
$468K 0.01%
+11,196
809
$468K 0.01%
19,809
+245
810
$468K 0.01%
+8,699
811
$468K 0.01%
3,743
-57
812
$468K 0.01%
18,598
+1,606
813
$467K 0.01%
5,243
+1,406
814
$466K 0.01%
4,132
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815
$465K 0.01%
3,242
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816
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817
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818
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819
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12,642
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820
$461K 0.01%
4,958
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821
$460K 0.01%
12,249
822
$460K 0.01%
1,380
+268
823
$460K 0.01%
2,754
+331
824
$460K 0.01%
20,990
+80
825
$459K 0.01%
9,156
-767
31 32
33
34 35