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
76
$9.76M 0.24%
48,656
+2,013
77
$9.69M 0.24%
232,410
+66,207
78
$9.65M 0.24%
369,692
+41,927
79
$9.58M 0.24%
56,931
-3,115
80
$9.5M 0.24%
199,053
+4,381
81
$9.44M 0.24%
13
+1
82
$9.32M 0.23%
124,320
-2,898
83
$9.3M 0.23%
78,757
+7,137
84
$9.29M 0.23%
174,876
+24,505
85
$9.15M 0.23%
57,638
-1,763
86
$9.02M 0.23%
120,853
+16,608
87
$8.87M 0.22%
21,595
-2,025
88
$8.71M 0.22%
220,940
+7,920
89
$8.69M 0.22%
46,475
+1,529
90
$8.68M 0.22%
310,177
+27,665
91
$8.62M 0.22%
133,925
+12,857
92
$8.58M 0.21%
62,114
+1,897
93
$8.55M 0.21%
70,369
-11,565
94
$8.5M 0.21%
19,603
-487
95
$8.47M 0.21%
366,459
+205,893
96
$8.44M 0.21%
19,192
-6
97
$8.43M 0.21%
34,151
+6,224
98
$8.42M 0.21%
102,038
+9,891
99
$8.37M 0.21%
258,748
+10,297
100
$8.34M 0.21%
96,551
-5,815
2 3
4
5 6