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
1101
$217K 0.01%
3,319
-11
1102
$217K 0.01%
2,863
-1,010
1103
$217K 0.01%
+3,505
1104
$216K 0.01%
9,244
-8,135
1105
$215K 0.01%
+8,635
1106
$213K 0.01%
4,848
+78
1107
$213K 0.01%
7,842
-526
1108
$212K 0.01%
+5,396
1109
$212K 0.01%
+1,267
1110
$211K 0.01%
7,373
-302
1111
$211K 0.01%
+3,921
1112
$210K 0.01%
7,596
-1,153
1113
$210K 0.01%
+3,534
1114
$210K 0.01%
+8,935
1115
$210K 0.01%
+5,640
1116
$209K 0.01%
235
-272
1117
$209K 0.01%
+901
1118
$208K 0.01%
38,645
1119
$208K 0.01%
1,466
-1,215
1120
$208K 0.01%
+2,809
1121
$208K 0.01%
+15,147
1122
$207K 0.01%
+2,531
1123
$207K 0.01%
+1,146
1124
$207K 0.01%
+8,199
1125
$206K 0.01%
+4,339
43 44
45
46 47