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
201
$4.03M 0.1%
62,720
+7,239
202
$4.01M 0.1%
72,736
+17,075
203
$3.99M 0.1%
+156,830
204
$3.91M 0.1%
42,112
-32
205
$3.89M 0.1%
219,695
+7,941
206
$3.86M 0.1%
106,332
+872
207
$3.8M 0.09%
173,329
-28,334
208
$3.79M 0.09%
52,415
-702
209
$3.76M 0.09%
165,888
+13,744
210
$3.72M 0.09%
88,100
+4,468
211
$3.69M 0.09%
44,612
+30,232
212
$3.69M 0.09%
138,278
+1,472
213
$3.67M 0.09%
13,629
+1,679
214
$3.65M 0.09%
109,546
+38,493
215
$3.65M 0.09%
43,389
+16,319
216
$3.61M 0.09%
82,964
+86
217
$3.55M 0.09%
12,114
+33
218
$3.51M 0.09%
26,610
+18,325
219
$3.51M 0.09%
31,218
+462
220
$3.5M 0.09%
38,568
+9,377
221
$3.47M 0.09%
38,631
-4,850
222
$3.46M 0.09%
37,145
-701
223
$3.44M 0.09%
6,053
+505
224
$3.41M 0.09%
50,153
-4,507
225
$3.41M 0.09%
34,509
-294
7 8
9
10 11