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
1026
$259K 0.01%
10,164
-1,623
1027
$259K 0.01%
+7,814
1028
$257K 0.01%
+2,566
1029
$257K 0.01%
4,047
-17,171
1030
$256K 0.01%
+1,757
1031
$256K 0.01%
6,956
+184
1032
$256K 0.01%
+8,601
1033
$256K 0.01%
1,571
-906
1034
$255K 0.01%
5,000
1035
$255K 0.01%
1,141
-23
1036
$255K 0.01%
7,045
+16
1037
$255K 0.01%
3,093
1038
$255K 0.01%
9,765
1039
$254K 0.01%
1,749
+80
1040
$254K 0.01%
2,974
-313
1041
$253K 0.01%
591
+55
1042
$253K 0.01%
13,322
-1,950
1043
$252K 0.01%
5,000
1044
$251K 0.01%
13,533
-208
1045
$250K 0.01%
+3,424
1046
$248K 0.01%
5,179
+919
1047
$248K 0.01%
2,800
1048
$247K 0.01%
6,869
-48
1049
$247K 0.01%
4,622
+1
1050
$247K 0.01%
6,647
40 41
42
43 44