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
251
$2.28M 0.07%
10,927
+226
252
$2.28M 0.07%
79,449
-2,269
253
$2.28M 0.07%
24,940
+49
254
$2.24M 0.07%
24,460
+4,469
255
$2.24M 0.07%
51,398
+14,504
256
$2.2M 0.06%
6,383
+1,088
257
$2.2M 0.06%
12,248
-36
258
$2.19M 0.06%
9,494
+251
259
$2.18M 0.06%
59,672
-2,724
260
$2.18M 0.06%
7,940
-517
261
$2.17M 0.06%
35,607
-270
262
$2.17M 0.06%
25,293
-21
263
$2.15M 0.06%
27,588
-483
264
$2.13M 0.06%
32,587
-608
265
$2.13M 0.06%
3,736
+2,902
266
$2.13M 0.06%
7,343
-1,040
267
$2.12M 0.06%
7,849
+794
268
$2.09M 0.06%
8,928
+3,505
269
$2.08M 0.06%
14,766
-49
270
$2.07M 0.06%
3,953
-140
271
$2.06M 0.06%
33,674
+744
272
$2.05M 0.06%
23,078
-27,538
273
$2.04M 0.06%
20,616
+2,380
274
$2.03M 0.06%
146,642
+330
275
$2.02M 0.06%
+9,072
9 10
11
12 13