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
151
$5.92M 0.15%
36,759
-4,119
152
$5.91M 0.15%
180,782
+7,884
153
$5.86M 0.15%
15,817
-116
154
$5.79M 0.14%
233,541
+12,148
155
$5.63M 0.14%
52,669
-1,281
156
$5.49M 0.14%
56,477
+2,687
157
$5.39M 0.13%
140,738
+10,992
158
$5.35M 0.13%
23,853
+2,351
159
$5.34M 0.13%
116,201
+13,663
160
$5.24M 0.13%
80,259
+5,915
161
$5.22M 0.13%
137,393
-3,190
162
$5.22M 0.13%
46,679
+271
163
$5.2M 0.13%
98,586
-271
164
$5.18M 0.13%
12,298
+1,017
165
$5.12M 0.13%
32,328
-1,432
166
$5.1M 0.13%
74,397
+9,950
167
$5.09M 0.13%
32,435
-319
168
$5.07M 0.13%
56,544
+5,393
169
$5.02M 0.13%
246,128
+53,445
170
$4.96M 0.12%
102,456
+11,912
171
$4.93M 0.12%
16,092
+1,045
172
$4.93M 0.12%
36,915
+487
173
$4.9M 0.12%
52,006
-8,518
174
$4.76M 0.12%
46,711
+7,053
175
$4.73M 0.12%
15,061
+2,587
5 6
7
8 9