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
26
$16.6M 0.48%
42,442
-11,904
27
$15.6M 0.46%
123,823
+1,829
28
$15.6M 0.45%
67,923
-5,902
29
$15.5M 0.45%
1,727,682
+1,150,677
30
$15.4M 0.45%
1,631,763
+1,103,175
31
$15M 0.44%
220,143
-3,088
32
$14.9M 0.44%
1,286,602
+713,180
33
$14.7M 0.43%
234,178
+5,517
34
$14.2M 0.41%
15,862
+819
35
$14.1M 0.41%
279,621
+20,737
36
$13.6M 0.4%
48,110
-846
37
$13.4M 0.39%
138,156
+7,827
38
$13.3M 0.39%
88,549
+1,396
39
$12.8M 0.37%
272,974
+139,883
40
$12.8M 0.37%
465,147
+7,030
41
$12.8M 0.37%
228,910
-8,937
42
$12.7M 0.37%
275,120
-35,355
43
$12.5M 0.37%
31,081
-1,047
44
$12.4M 0.36%
297,972
-11,380
45
$12.4M 0.36%
230,061
+15,785
46
$12.3M 0.36%
103,220
-3,301
47
$12.3M 0.36%
369,853
+15,141
48
$12.2M 0.36%
46,953
-47
49
$11.9M 0.35%
235,362
+1,210
50
$11.7M 0.34%
140,842
-4,245
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