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
376
$1.37M 0.04%
21,460
-723
377
$1.37M 0.04%
7,338
-233
378
$1.36M 0.04%
31,380
-1,730
379
$1.36M 0.04%
9,600
-108
380
$1.36M 0.04%
46,032
+4,226
381
$1.36M 0.04%
23,632
-540
382
$1.36M 0.04%
58,700
-18,162
383
$1.35M 0.04%
4,444
+359
384
$1.35M 0.04%
178,125
-4,027
385
$1.35M 0.04%
31,428
-794
386
$1.35M 0.04%
40,617
+8,773
387
$1.34M 0.04%
9,990
-202
388
$1.34M 0.04%
56,383
-2,079
389
$1.34M 0.04%
45,877
-13,954
390
$1.33M 0.04%
+18,231
391
$1.33M 0.04%
8,930
+25
392
$1.33M 0.04%
4,072
-194
393
$1.32M 0.04%
31,850
+26,816
394
$1.32M 0.04%
24,920
+524
395
$1.32M 0.04%
9,208
+75
396
$1.3M 0.04%
5,790
-172
397
$1.3M 0.04%
4,953
398
$1.3M 0.04%
25,472
-105,677
399
$1.3M 0.04%
17,939
+22
400
$1.28M 0.04%
+13,608
14 15
16
17 18