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
126
$6.75M 0.17%
213,827
+10,791
127
$6.74M 0.17%
77,090
+8,225
128
$6.73M 0.17%
299,434
+5,073
129
$6.73M 0.17%
134,235
+78,297
130
$6.71M 0.17%
112,196
+4,638
131
$6.63M 0.17%
22,894
+4,436
132
$6.62M 0.17%
34,813
+909
133
$6.58M 0.16%
122,335
+84,272
134
$6.58M 0.16%
62,058
+15,372
135
$6.57M 0.16%
59,518
+2,018
136
$6.55M 0.16%
84,825
+3,622
137
$6.51M 0.16%
36,187
+65
138
$6.5M 0.16%
27,880
+21,237
139
$6.49M 0.16%
231,744
+998
140
$6.42M 0.16%
119,455
+6,706
141
$6.32M 0.16%
271,980
+8,305
142
$6.3M 0.16%
82,005
+16,093
143
$6.25M 0.16%
144,973
+7,326
144
$6.24M 0.16%
149,118
-9,386
145
$6.14M 0.15%
177,262
+6,248
146
$6.07M 0.15%
139,312
+26,150
147
$6.06M 0.15%
8,313
+656
148
$5.99M 0.15%
237,483
+1,753
149
$5.97M 0.15%
42,910
-802
150
$5.96M 0.15%
21,220
+4,488
4 5
6
7 8