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
1001
$275K 0.01%
+2,406
1002
$275K 0.01%
+3,451
1003
$275K 0.01%
+4,258
1004
$274K 0.01%
1,221
+12
1005
$274K 0.01%
7,001
-1,136
1006
$272K 0.01%
+12,990
1007
$272K 0.01%
169
-22
1008
$271K 0.01%
6,534
1009
$270K 0.01%
3,335
+578
1010
$269K 0.01%
6,188
+43
1011
$268K 0.01%
6,921
-257
1012
$268K 0.01%
+2,053
1013
$267K 0.01%
+4,050
1014
$267K 0.01%
9,555
+1,555
1015
$267K 0.01%
4,615
+1,168
1016
$267K 0.01%
+2,311
1017
$266K 0.01%
511
+22
1018
$265K 0.01%
5,004
-5,065
1019
$264K 0.01%
19,572
-2,225
1020
$263K 0.01%
+8,290
1021
$262K 0.01%
3,281
-217
1022
$261K 0.01%
1,567
-45
1023
$261K 0.01%
12,000
1024
$260K 0.01%
2,940
1025
$260K 0.01%
7,242
-950
39 40
41
42 43