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
876
$402K 0.01%
3,263
-160
877
$400K 0.01%
12,137
+3,126
878
$399K 0.01%
9,793
+3,633
879
$399K 0.01%
4,713
+107
880
$397K 0.01%
2,029
-644
881
$397K 0.01%
4,516
+138
882
$396K 0.01%
4,348
-346
883
$396K 0.01%
10,242
884
$392K 0.01%
17,550
-2,250
885
$392K 0.01%
16,783
+805
886
$390K 0.01%
15,027
+2,102
887
$390K 0.01%
20,633
-5,473
888
$389K 0.01%
8,444
889
$387K 0.01%
7,764
-12
890
$385K 0.01%
15,898
-761
891
$382K 0.01%
5,352
-266
892
$382K 0.01%
5,232
+13
893
$382K 0.01%
1,259
-3
894
$380K 0.01%
7,155
+276
895
$380K 0.01%
4,482
+765
896
$379K 0.01%
16,457
-5,548
897
$379K 0.01%
6,848
+1,711
898
$377K 0.01%
16,245
+1,551
899
$377K 0.01%
1,653
+258
900
$376K 0.01%
4,533
+2
34 35
36
37 38