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
$3.49B
AUM Growth
+$39.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,174
New
Increased
Reduced
Closed

Top Buys

1
+$162M
2
+$84.3M
3
+$49M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$21M
5
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$20.1M

Top Sells

1
+$249M
2
+$18.5M
3
+$7.11M
4
AAPL icon
Apple
AAPL
+$6.63M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$4.8M

Sector Composition

1 Technology 10.39%
2 Financials 7.31%
3 Healthcare 3.84%
4 Consumer Discretionary 3.29%
5 Communication Services 3.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1076
$12.8K ﹤0.01%
962
-695
1077
$12.1K ﹤0.01%
+800
1078
$10.3K ﹤0.01%
+10,000
1079
$3.15K ﹤0.01%
+533
1080
– –
-4,180
1081
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-2,931
1082
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-835
1083
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-9,827
1084
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-38,376
1085
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-3,019
1086
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-1,379
1087
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-2,498
1088
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-568
1089
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-6,521
1090
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-4,426
1091
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-2,820
1092
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-5,908
1093
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-982
1094
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-38,525
1095
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-2,777
1096
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1097
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1098
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1099
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-997
1100
– –
-9,031
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