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
851
$430K 0.01%
10,913
852
$428K 0.01%
2,907
+355
853
$427K 0.01%
1,019
+103
854
$426K 0.01%
9,501
+40
855
$424K 0.01%
9,642
856
$424K 0.01%
15,266
-14,202
857
$424K 0.01%
5,588
-107
858
$423K 0.01%
8,980
-36
859
$423K 0.01%
4,091
-99
860
$422K 0.01%
+1,159
861
$420K 0.01%
1,179
+578
862
$416K 0.01%
11,146
+543
863
$416K 0.01%
+8,370
864
$414K 0.01%
29,264
-13,413
865
$412K 0.01%
8,390
+8
866
$411K 0.01%
9,447
+872
867
$411K 0.01%
2,006
+851
868
$410K 0.01%
5,819
-296
869
$409K 0.01%
19,440
-8,050
870
$409K 0.01%
9,289
-246
871
$407K 0.01%
4,299
-295
872
$406K 0.01%
8,299
873
$406K 0.01%
1,223
+75
874
$404K 0.01%
14,995
-2,350
875
$404K 0.01%
9,250
-232
33 34
35
36 37