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
826
$458K 0.01%
4,156
-853
827
$456K 0.01%
3,874
-5,029
828
$456K 0.01%
5,804
-1,392
829
$456K 0.01%
15,070
-591
830
$455K 0.01%
18,432
+428
831
$453K 0.01%
17,686
+7,030
832
$451K 0.01%
5,344
+5
833
$450K 0.01%
2,116
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834
$450K 0.01%
4,961
-11,215
835
$448K 0.01%
+3,735
836
$448K 0.01%
+16,051
837
$447K 0.01%
4,866
+106
838
$445K 0.01%
4,452
+30
839
$445K 0.01%
3,036
-187
840
$445K 0.01%
2,575
-175
841
$443K 0.01%
3,262
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842
$441K 0.01%
5,175
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843
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4,194
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844
$437K 0.01%
20,881
+137
845
$435K 0.01%
2,001
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846
$434K 0.01%
886
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847
$434K 0.01%
2,684
-820
848
$432K 0.01%
2,290
+752
849
$431K 0.01%
18,278
+242
850
$431K 0.01%
2,302
-781
32 33
34
35 36