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
426
$1.2M 0.04%
60,143
-1,384
427
$1.2M 0.04%
3,634
-113
428
$1.2M 0.04%
54,368
+1,073
429
$1.19M 0.03%
+45,437
430
$1.19M 0.03%
65,677
+4,050
431
$1.18M 0.03%
23,981
+1,124
432
$1.18M 0.03%
88,659
-2,022
433
$1.18M 0.03%
69,444
-1,424
434
$1.17M 0.03%
+45,708
435
$1.16M 0.03%
12,754
+3,103
436
$1.16M 0.03%
10,883
-6
437
$1.16M 0.03%
1,626
+776
438
$1.15M 0.03%
23,642
-1,715
439
$1.15M 0.03%
48,110
-525
440
$1.15M 0.03%
20,293
+309
441
$1.14M 0.03%
10,367
+628
442
$1.14M 0.03%
38,258
+1,086
443
$1.14M 0.03%
10,463
-2
444
$1.14M 0.03%
24,600
-644
445
$1.13M 0.03%
10,475
-438
446
$1.13M 0.03%
+9,526
447
$1.13M 0.03%
28,066
-16,200
448
$1.13M 0.03%
18,977
-1,501
449
$1.12M 0.03%
5,507
+290
450
$1.1M 0.03%
26,250
-52
16 17
18
19 20