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
176
$4.68M 0.12%
+296,621
177
$4.67M 0.12%
125,976
-1,233
178
$4.65M 0.12%
75,674
+13,376
179
$4.65M 0.12%
91,277
+27,624
180
$4.62M 0.12%
27,093
+778
181
$4.62M 0.12%
24,583
-271
182
$4.61M 0.12%
93,797
-62,970
183
$4.59M 0.11%
72,997
-80,718
184
$4.55M 0.11%
22,875
-490
185
$4.5M 0.11%
40,140
-3,518
186
$4.49M 0.11%
87,856
+25,144
187
$4.48M 0.11%
77,393
-1,420
188
$4.44M 0.11%
160,971
+7,548
189
$4.33M 0.11%
45,840
+1,243
190
$4.32M 0.11%
191,976
+7,742
191
$4.31M 0.11%
88,992
+20,095
192
$4.28M 0.11%
61,809
+4,302
193
$4.23M 0.11%
14,184
+100
194
$4.19M 0.1%
26,610
+173
195
$4.16M 0.1%
27,835
+368
196
$4.14M 0.1%
153,178
+17,502
197
$4.09M 0.1%
41,197
-6,549
198
$4.08M 0.1%
29,926
-5,417
199
$4.08M 0.1%
36,172
+3,124
200
$4.05M 0.1%
97,724
+1,818
6 7
8
9 10