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
926
$355K 0.01%
+9,894
927
$351K 0.01%
1,570
+194
928
$350K 0.01%
+680
929
$348K 0.01%
+8,155
930
$346K 0.01%
+1,264
931
$345K 0.01%
2,614
+49
932
$345K 0.01%
+15,213
933
$345K 0.01%
4,480
+62
934
$345K 0.01%
2,634
+1,022
935
$342K 0.01%
+3,730
936
$341K 0.01%
1,412
+119
937
$341K 0.01%
8,753
+161
938
$341K 0.01%
14,633
-497
939
$341K 0.01%
7,154
-661
940
$341K 0.01%
8,245
-13
941
$340K 0.01%
5,898
+725
942
$339K 0.01%
2,419
+272
943
$338K 0.01%
7,546
-584
944
$337K 0.01%
65,300
-67,373
945
$336K 0.01%
8,000
-1,369
946
$335K 0.01%
13,013
+57
947
$335K 0.01%
1,268
-9
948
$331K 0.01%
7,249
+11
949
$330K 0.01%
39,150
+11,300
950
$330K 0.01%
+6,303
36 37
38
39 40