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
501
$938K 0.03%
3,702
+229
502
$936K 0.03%
46,440
-25,129
503
$930K 0.03%
7,041
+189
504
$929K 0.03%
75,752
-237
505
$928K 0.03%
5,293
-66
506
$928K 0.03%
42,725
-15,099
507
$923K 0.03%
82,156
+374
508
$921K 0.03%
24,703
+2,697
509
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+18,937
510
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38,271
-779
511
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1,776
+450
512
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23,574
-1,150
513
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8,691
+2,061
514
$901K 0.03%
8,437
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515
$901K 0.03%
33,626
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516
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42,984
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8,168
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24,054
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519
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25,101
520
$888K 0.03%
17,768
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521
$888K 0.03%
17,772
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522
$887K 0.03%
13,361
+66
523
$887K 0.03%
3,716
+200
524
$885K 0.03%
2,111
-759
525
$881K 0.03%
15,363
+88
19 20
21
22 23