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
$3.42B
AUM Growth
+$108M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,173
New
Increased
Reduced
Closed

Top Buys

1
+$48.7M
2
+$30.1M
3
+$29.6M
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$23.3M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$21.9M

Top Sells

1
+$91.2M
2
+$13.5M
3
+$10.7M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$6.97M
5
TMFC icon
Motley Fool 100 Index ETF
TMFC
+$5.57M

Sector Composition

1 Technology 12.22%
2 Financials 7.01%
3 Healthcare 4.3%
4 Consumer Discretionary 3.61%
5 Communication Services 3.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1026
$210K 0.01%
+7,092
1027
$210K 0.01%
8,260
1028
$209K 0.01%
2,997
-4,682
1029
$209K 0.01%
12,205
1030
$209K 0.01%
+5,171
1031
$208K 0.01%
20,967
+18
1032
$207K 0.01%
+975
1033
$206K 0.01%
+3,730
1034
$206K 0.01%
+863
1035
$205K 0.01%
+15,813
1036
$205K 0.01%
522
-752
1037
$205K 0.01%
1,849
-133
1038
$205K 0.01%
+11,408
1039
$204K 0.01%
5,428
+278
1040
$204K 0.01%
+959
1041
$204K 0.01%
2,110
-7,576
1042
$203K 0.01%
+13,650
1043
$203K 0.01%
+9,970
1044
$203K 0.01%
+3,000
1045
$201K 0.01%
+4,386
1046
$197K 0.01%
+18,735
1047
$193K 0.01%
14,112
-1,892
1048
$192K 0.01%
13,941
-5,896
1049
$189K 0.01%
+25,433
1050
$188K 0.01%
12,090
-2,047
40 41
42
43 44