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
326
$1.62M 0.05%
29,289
+9,596
327
$1.62M 0.05%
61,835
+5,720
328
$1.61M 0.05%
48,633
+6,255
329
$1.61M 0.05%
69,470
+49,798
330
$1.61M 0.05%
6,478
+390
331
$1.61M 0.05%
7,679
+747
332
$1.59M 0.05%
+33,627
333
$1.58M 0.05%
43,604
-2,088
334
$1.56M 0.05%
53,188
-3,718
335
$1.56M 0.05%
14,774
-3,878
336
$1.56M 0.05%
33,977
+1,512
337
$1.55M 0.05%
26,427
-1,744
338
$1.54M 0.04%
32,427
-3,184
339
$1.54M 0.04%
31,593
-1,585
340
$1.53M 0.04%
77,092
+256
341
$1.53M 0.04%
15,367
+9,238
342
$1.53M 0.04%
3,032
+340
343
$1.52M 0.04%
31,566
-373
344
$1.5M 0.04%
4,729
+825
345
$1.49M 0.04%
95,332
-7,241
346
$1.49M 0.04%
43,254
+23,214
347
$1.49M 0.04%
17,707
+34
348
$1.48M 0.04%
4,513
+453
349
$1.48M 0.04%
66,411
+5,584
350
$1.47M 0.04%
71,358
+1,759
12 13
14
15 16