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
$3.42B
AUM Growth
+$108M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,173
New
Increased
Reduced
Closed

Top Buys

1
+$48.7M
2
+$30.1M
3
+$29.6M
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$23.3M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$21.9M

Top Sells

1
+$91.2M
2
+$13.5M
3
+$10.7M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$6.97M
5
TMFC icon
Motley Fool 100 Index ETF
TMFC
+$5.57M

Sector Composition

1 Technology 12.22%
2 Financials 7.01%
3 Healthcare 4.3%
4 Consumer Discretionary 3.61%
5 Communication Services 3.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
901
$296K 0.01%
587
-43
902
$296K 0.01%
2,115
+6
903
$295K 0.01%
6,014
+4
904
$294K 0.01%
6,914
905
$294K 0.01%
3,272
+675
906
$293K 0.01%
1,428
+344
907
$292K 0.01%
5,433
+7
908
$291K 0.01%
+9,252
909
$291K 0.01%
3,830
-27
910
$290K 0.01%
3,080
-832
911
$289K 0.01%
17,727
-9,693
912
$287K 0.01%
3,239
-4,509
913
$287K 0.01%
12,414
-5,949
914
$283K 0.01%
167,530
915
$283K 0.01%
5,483
-1,225
916
$283K 0.01%
9,801
917
$283K 0.01%
3,587
-2,031
918
$282K 0.01%
911
-62
919
$282K 0.01%
2,765
+641
920
$281K 0.01%
4,447
+625
921
$281K 0.01%
10,055
-301
922
$281K 0.01%
542
-94
923
$280K 0.01%
6,702
+227
924
$280K 0.01%
+3,123
925
$279K 0.01%
3,175
-9
35 36
37
38 39