MA
Mutual Advisors Portfolio holdings
AUM
$4B
1-Year Est. Return
14.38%
1 Year Est. Return
+14.38%
AUM
$4B
AUM Growth
+$510M
(+15%)
Holding
1,205
Top Buys
| 1 | +$18.6M | |
| 2 | +$11.6M | |
| 3 | +$8.61M | |
| 4 |
Invesco S&P 500 Momentum ETF
SPMO
|
+$8.19M |
| 5 |
The Communication Services Select Sector SPDR Fund
XLC
|
+$5.62M |
Top Sells
| 1 | +$15.9M | |
| 2 | +$14.5M | |
| 3 | +$11.3M | |
| 4 |
iShares Gold Trust
IAU
|
+$5.08M |
| 5 |
Microsoft
MSFT
|
+$4.37M |
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 | |
|---|---|---|---|---|---|---|
1201
SPDR Bloomberg 3-12 Month T-Bill ETF
BILS
$3.86B
| – | – |
-4,088
|
|
||
1202
PIMCO Active Bond Exchange-Traded Fund
BOND
$5.96B
| – | – |
-173,534
|
|
||
1203
AGF US Market Neutral Anti-Beta Fund
BTAL
$380M
| – | – |
-42,998
|
|
||
1204
ChargePoint
CHPT
$252M
| – | – |
-962
|
|
||
1205
Chesapeake Utilities
CPK
$3.14B
| – | – |
-1,649
|
|