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
976
$293K 0.01%
+2,684
977
$293K 0.01%
3,231
+3
978
$292K 0.01%
1,048
+45
979
$291K 0.01%
13,714
+2,689
980
$289K 0.01%
2,186
+4
981
$288K 0.01%
6,969
-385
982
$288K 0.01%
+7,542
983
$287K 0.01%
8,099
-2,260
984
$286K 0.01%
4,079
-381
985
$286K 0.01%
5,082
986
$286K 0.01%
3,995
-972
987
$285K 0.01%
3,526
-44
988
$283K 0.01%
7,837
-61
989
$282K 0.01%
6,212
990
$282K 0.01%
+1,285
991
$281K 0.01%
754
+113
992
$281K 0.01%
+10,625
993
$280K 0.01%
973
+84
994
$279K 0.01%
5,091
+1
995
$279K 0.01%
5,726
+4
996
$279K 0.01%
+379
997
$279K 0.01%
5,670
998
$277K 0.01%
+579
999
$276K 0.01%
1,269
+39
1000
$275K 0.01%
5,233
-1,134
38 39
40
41 42