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
1051
$247K 0.01%
3,036
+5
1052
$247K 0.01%
+6,017
1053
$247K 0.01%
3,446
+287
1054
$245K 0.01%
6,089
-1,044
1055
$244K 0.01%
+2,164
1056
$244K 0.01%
+431
1057
$243K 0.01%
19,953
+5,435
1058
$243K 0.01%
+1,852
1059
$243K 0.01%
+9,787
1060
$243K 0.01%
4,001
+397
1061
$241K 0.01%
+8,540
1062
$241K 0.01%
+2,478
1063
$241K 0.01%
+5,369
1064
$241K 0.01%
3,431
-1,459
1065
$239K 0.01%
5,876
-14,910
1066
$238K 0.01%
2,816
-118
1067
$236K 0.01%
+8,090
1068
$235K 0.01%
4,158
+41
1069
$235K 0.01%
4,052
-1,133
1070
$235K 0.01%
+2,328
1071
$235K 0.01%
6,573
-1,629
1072
$235K 0.01%
16,763
+309
1073
$235K 0.01%
3,777
+25
1074
$234K 0.01%
+1,289
1075
$234K 0.01%
+1,780
41 42
43
44 45