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
401
$1.28M 0.04%
32,581
+1,626
402
$1.28M 0.04%
24,056
+1,741
403
$1.27M 0.04%
30,364
-4,186
404
$1.27M 0.04%
9,643
+2,628
405
$1.26M 0.04%
33,660
-1,850
406
$1.26M 0.04%
21,560
+1,470
407
$1.26M 0.04%
14,206
-436
408
$1.25M 0.04%
24,991
+12,651
409
$1.25M 0.04%
12,970
+7,214
410
$1.25M 0.04%
179,041
-16,459
411
$1.25M 0.04%
27,187
-20,281
412
$1.25M 0.04%
45,462
+37,037
413
$1.24M 0.04%
18,981
-1,323
414
$1.24M 0.04%
6,241
-148
415
$1.23M 0.04%
42,452
-1,033
416
$1.23M 0.04%
15,049
-1,976
417
$1.23M 0.04%
47,596
+15,044
418
$1.22M 0.04%
30,414
+2,600
419
$1.22M 0.04%
144,230
+7,740
420
$1.22M 0.04%
48,807
-7,283
421
$1.22M 0.04%
5,888
-405
422
$1.22M 0.04%
6,627
-3,142
423
$1.21M 0.04%
4,441
-23
424
$1.21M 0.04%
11,319
-354
425
$1.21M 0.04%
383
+3
15 16
17
18 19