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
301
$1.84M 0.05%
21,412
-453
302
$1.83M 0.05%
36,336
-1,871
303
$1.83M 0.05%
12,962
-77
304
$1.78M 0.05%
42,701
-47,076
305
$1.75M 0.05%
15,639
-1,229
306
$1.75M 0.05%
3,710
+21
307
$1.75M 0.05%
19,294
-108
308
$1.73M 0.05%
9,730
-1,266
309
$1.73M 0.05%
56,728
-102,476
310
$1.72M 0.05%
17,680
-79
311
$1.72M 0.05%
34,175
-41,475
312
$1.71M 0.05%
14,388
-1,675
313
$1.7M 0.05%
58,173
314
$1.7M 0.05%
41,351
-4,252
315
$1.69M 0.05%
27,184
-211
316
$1.69M 0.05%
390
+198
317
$1.69M 0.05%
121,894
+1,284
318
$1.67M 0.05%
8,429
+1,772
319
$1.66M 0.05%
20,303
-11,318
320
$1.66M 0.05%
12,326
+733
321
$1.64M 0.05%
131,452
-1,700
322
$1.64M 0.05%
52,302
-2,490
323
$1.64M 0.05%
124,388
+60,308
324
$1.62M 0.05%
2,690
+476
325
$1.62M 0.05%
32,055
+3,671
11 12
13
14 15