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
476
$1.04M 0.03%
100,660
-2,404
477
$1.04M 0.03%
9,544
+204
478
$1.03M 0.03%
8,560
-69
479
$1.02M 0.03%
20,643
-7,912
480
$1.02M 0.03%
16,163
+458
481
$1.01M 0.03%
21,764
+1,578
482
$1.01M 0.03%
17,662
-102,802
483
$1.01M 0.03%
25,876
-31
484
$1M 0.03%
64,901
-16,387
485
$999K 0.03%
8,827
-1,945
486
$992K 0.03%
19,309
-67
487
$992K 0.03%
21,056
-296
488
$989K 0.03%
26,826
-505
489
$987K 0.03%
160,685
-4,007
490
$979K 0.03%
55,202
-682
491
$972K 0.03%
19,992
-208
492
$967K 0.03%
34,408
+890
493
$956K 0.03%
4,231
+73
494
$953K 0.03%
+30,399
495
$949K 0.03%
7,981
-1,563
496
$948K 0.03%
22,504
+2,764
497
$944K 0.03%
6,921
-58
498
$942K 0.03%
40,460
-763
499
$941K 0.03%
74,506
-9,584
500
$938K 0.03%
7,037
-2,773
18 19
20
21 22