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
101
$8.27M 0.21%
200,660
+4,501
102
$8.25M 0.21%
154,370
+2,945
103
$8.04M 0.2%
194,888
+17,835
104
$8.01M 0.2%
50,608
-6,407
105
$7.8M 0.19%
86,082
+10,073
106
$7.73M 0.19%
29,777
+1,334
107
$7.5M 0.19%
124,908
+42,424
108
$7.45M 0.19%
193,476
+47,253
109
$7.4M 0.18%
67,910
-1,884
110
$7.38M 0.18%
140,161
+30,990
111
$7.29M 0.18%
70,354
+11,315
112
$7.23M 0.18%
25,139
+8,889
113
$7.19M 0.18%
155,606
+29,082
114
$7.1M 0.18%
62,861
+10,595
115
$7.09M 0.18%
155,464
+3,065
116
$7.05M 0.18%
71,551
-1,166
117
$7.05M 0.18%
309,453
-26,269
118
$7.03M 0.18%
210,494
-12,027
119
$7.03M 0.18%
152,642
+9,676
120
$6.99M 0.17%
82,504
-2,533
121
$6.97M 0.17%
22,664
+3,794
122
$6.94M 0.17%
44,790
+1,244
123
$6.82M 0.17%
71,685
+6,911
124
$6.75M 0.17%
274,627
+41,145
125
$6.75M 0.17%
34,856
+1,442
3 4
5
6 7