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
901
$376K 0.01%
+9,138
902
$375K 0.01%
+16,709
903
$375K 0.01%
5,080
-49
904
$373K 0.01%
2,254
905
$373K 0.01%
+3,558
906
$373K 0.01%
+7,318
907
$372K 0.01%
4,609
+177
908
$372K 0.01%
8,442
-5,035
909
$372K 0.01%
4,520
910
$372K 0.01%
11,851
911
$371K 0.01%
+18,548
912
$370K 0.01%
9,334
913
$369K 0.01%
+2,354
914
$368K 0.01%
1,138
-92
915
$367K 0.01%
12,174
-1,599
916
$367K 0.01%
1,231
+367
917
$366K 0.01%
1,244
+110
918
$365K 0.01%
4,239
+142
919
$365K 0.01%
13,148
+262
920
$364K 0.01%
1,858
+196
921
$361K 0.01%
+7,989
922
$361K 0.01%
+2,634
923
$361K 0.01%
1,819
+145
924
$357K 0.01%
15,642
-352
925
$357K 0.01%
6,300
-631
35 36
37
38 39