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
276
$2M 0.06%
5,562
+457
277
$2M 0.06%
+67,864
278
$2M 0.06%
363,569
-1,008
279
$1.99M 0.06%
167,348
-685
280
$1.99M 0.06%
75,188
-17,534
281
$1.98M 0.06%
35,887
-321
282
$1.98M 0.06%
16,666
+48
283
$1.97M 0.06%
24,687
-717
284
$1.97M 0.06%
26,400
-19,018
285
$1.94M 0.06%
25,436
+2,803
286
$1.94M 0.06%
39,709
+25,789
287
$1.93M 0.06%
32,222
+5,173
288
$1.93M 0.06%
+44,235
289
$1.91M 0.06%
6,828
-78
290
$1.91M 0.06%
37,374
+23
291
$1.9M 0.06%
51,273
-216
292
$1.89M 0.06%
5,961
-2,656
293
$1.88M 0.05%
20,118
+7,411
294
$1.87M 0.05%
14,551
+5,663
295
$1.87M 0.05%
20,994
+475
296
$1.86M 0.05%
4,529
+12
297
$1.86M 0.05%
14,721
-4,392
298
$1.86M 0.05%
61,759
-4
299
$1.85M 0.05%
421,492
-10,420
300
$1.85M 0.05%
31,302
-703
10 11
12
13 14