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
351
$1.47M 0.04%
17,755
-426
352
$1.47M 0.04%
2,207
-468
353
$1.46M 0.04%
4,327
-222
354
$1.46M 0.04%
18,598
-77
355
$1.46M 0.04%
169,789
-4,140
356
$1.46M 0.04%
77,780
+3,896
357
$1.45M 0.04%
53,713
+2,476
358
$1.45M 0.04%
2,603
+256
359
$1.45M 0.04%
117,980
+57,912
360
$1.45M 0.04%
31,733
+22,261
361
$1.44M 0.04%
7,164
-115
362
$1.44M 0.04%
7,120
+246
363
$1.44M 0.04%
133,268
-1,413
364
$1.44M 0.04%
44,808
+7,127
365
$1.43M 0.04%
13,739
+398
366
$1.43M 0.04%
45,625
+12,076
367
$1.43M 0.04%
146,802
-3,318
368
$1.41M 0.04%
13,383
-19,482
369
$1.4M 0.04%
6,495
+19
370
$1.39M 0.04%
27,996
+140
371
$1.39M 0.04%
6,936
+21
372
$1.39M 0.04%
674
+153
373
$1.38M 0.04%
25,438
-289
374
$1.38M 0.04%
15,613
-2,882
375
$1.37M 0.04%
45,772
+223
13 14
15
16 17