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
1076
$233K 0.01%
+857
1077
$233K 0.01%
+1,928
1078
$232K 0.01%
+7,558
1079
$231K 0.01%
75,866
-42
1080
$230K 0.01%
2,175
1081
$228K 0.01%
+3,977
1082
$228K 0.01%
+6,563
1083
$228K 0.01%
14,890
-872
1084
$227K 0.01%
792
-13
1085
$227K 0.01%
+9,849
1086
$227K 0.01%
1,346
-1,265
1087
$226K 0.01%
3,114
+172
1088
$226K 0.01%
+1,507
1089
$224K 0.01%
+2,965
1090
$223K 0.01%
30,475
+6,075
1091
$222K 0.01%
+1,135
1092
$222K 0.01%
3,290
+11
1093
$222K 0.01%
5,551
-66
1094
$221K 0.01%
+3,196
1095
$220K 0.01%
7,092
1096
$220K 0.01%
+5,244
1097
$220K 0.01%
8,674
-872
1098
$220K 0.01%
1,449
+2
1099
$218K 0.01%
1,320
-254
1100
$218K 0.01%
+5,973
42 43
44
45 46