MA

Mutual Advisors Portfolio holdings

AUM $4.54B
1-Year Est. Return 15.69%
This Quarter Est. Return
1 Year Est. Return
+15.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.42B
AUM Growth
+$108M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,173
New
Increased
Reduced
Closed

Top Buys

1
+$23.1M
2
+$23M
3
+$12.8M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$10.4M
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$10.3M

Top Sells

1
+$97.5M
2
+$14.1M
3
+$11.2M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$7.16M
5
TMFC icon
Motley Fool 100 Index ETF
TMFC
+$5.88M

Sector Composition

1 Technology 12.22%
2 Financials 7.01%
3 Healthcare 4.3%
4 Consumer Discretionary 3.61%
5 Communication Services 3.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.73M 0.08%
242,320
+148,480
227
$2.71M 0.08%
15,951
+452
228
$2.69M 0.08%
53,397
+478
229
$2.67M 0.08%
21,267
+17,360
230
$2.66M 0.08%
102,366
+25,821
231
$2.65M 0.08%
28,340
+558
232
$2.64M 0.08%
51,901
+2,061
233
$2.63M 0.08%
61,963
-8,824
234
$2.62M 0.08%
83,737
+53,325
235
$2.62M 0.08%
24,093
-1,148
236
$2.6M 0.08%
71,922
-113,538
237
$2.59M 0.08%
22,231
+386
238
$2.56M 0.08%
21,544
-1,909
239
$2.56M 0.07%
77,598
-10,468
240
$2.51M 0.07%
5,928
+2,614
241
$2.47M 0.07%
98,927
-3,380
242
$2.45M 0.07%
19,353
+507
243
$2.38M 0.07%
20,852
+985
244
$2.37M 0.07%
52,766
+594
245
$2.37M 0.07%
6,510
-39
246
$2.33M 0.07%
29,418
-262
247
$2.31M 0.07%
2,120
-82
248
$2.3M 0.07%
39,372
-3,964
249
$2.3M 0.07%
121,197
+66,570
250
$2.29M 0.07%
39,317
+1,298
8 9
10
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