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
451
$1.1M 0.03%
22,831
-24,920
452
$1.1M 0.03%
14,700
-292
453
$1.1M 0.03%
26,008
-763
454
$1.09M 0.03%
1,175
+212
455
$1.09M 0.03%
20,689
-800
456
$1.09M 0.03%
3,373
-233
457
$1.08M 0.03%
25,208
-1,320
458
$1.08M 0.03%
18,222
-4,972
459
$1.08M 0.03%
12,160
+101
460
$1.08M 0.03%
12,115
-415
461
$1.08M 0.03%
6,598
-2,433
462
$1.08M 0.03%
15,109
+610
463
$1.08M 0.03%
46,281
-10,275
464
$1.07M 0.03%
19,135
-3,485
465
$1.07M 0.03%
4,395
-119
466
$1.07M 0.03%
35,003
+5,024
467
$1.06M 0.03%
40,000
468
$1.06M 0.03%
7,086
+68
469
$1.05M 0.03%
10,532
-77
470
$1.05M 0.03%
29,385
+7,070
471
$1.05M 0.03%
3,561
-90
472
$1.04M 0.03%
7,393
-105
473
$1.04M 0.03%
+19,635
474
$1.04M 0.03%
33,846
-3,877
475
$1.04M 0.03%
31,585
+93
17 18
19
20 21