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
951
$330K 0.01%
+3,764
952
$329K 0.01%
3,450
+607
953
$328K 0.01%
9,117
954
$327K 0.01%
+3,612
955
$323K 0.01%
466
+126
956
$322K 0.01%
28,748
-587
957
$321K 0.01%
11,590
-14,221
958
$319K 0.01%
6,936
-27
959
$319K 0.01%
17,062
+4,857
960
$319K 0.01%
11,417
-1,572
961
$318K 0.01%
754
-221
962
$318K 0.01%
5,835
+324
963
$317K 0.01%
4,588
-624
964
$317K 0.01%
+3,599
965
$313K 0.01%
2,646
+161
966
$312K 0.01%
+3,544
967
$308K 0.01%
12,413
+6
968
$303K 0.01%
25,872
+4,559
969
$301K 0.01%
+5,917
970
$300K 0.01%
+5,848
971
$297K 0.01%
873
+96
972
$296K 0.01%
+3,924
973
$296K 0.01%
22,890
+4,191
974
$294K 0.01%
4,290
+473
975
$293K 0.01%
12,391
+2,100
37 38
39
40 41