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
1126
$204K 0.01%
+4,072
1127
$204K 0.01%
45,608
-26,862
1128
$204K 0.01%
+562
1129
$203K 0.01%
+3,102
1130
$201K 0.01%
+3,926
1131
$200K 0.01%
+7,708
1132
$200K 0.01%
4,565
-1,158
1133
$200K 0.01%
+3,614
1134
$197K ﹤0.01%
40,000
-120,631
1135
$191K ﹤0.01%
18,254
-1,521
1136
$190K ﹤0.01%
+45,200
1137
$188K ﹤0.01%
19,381
+141
1138
$187K ﹤0.01%
+13,274
1139
$176K ﹤0.01%
10,959
+193
1140
$176K ﹤0.01%
+14,570
1141
$175K ﹤0.01%
11,122
+203
1142
$174K ﹤0.01%
13,173
+633
1143
$171K ﹤0.01%
17,314
+365
1144
$168K ﹤0.01%
78,710
+1,477
1145
$161K ﹤0.01%
13,984
1146
$161K ﹤0.01%
10,000
1147
$161K ﹤0.01%
+10,285
1148
$157K ﹤0.01%
48,592
1149
$156K ﹤0.01%
13,408
+118
1150
$153K ﹤0.01%
16,550
44 45
46
47 48