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
526
$879K 0.03%
11,582
-942
527
$877K 0.03%
+2,503
528
$876K 0.03%
33,876
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529
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5,723
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530
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18,310
-20
531
$871K 0.03%
8,654
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532
$871K 0.03%
52,065
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533
$867K 0.03%
93,723
-59,685
534
$858K 0.03%
5,104
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535
$857K 0.03%
2,577
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536
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10,004
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537
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8,780
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538
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99,317
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539
$851K 0.02%
20,517
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540
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42,040
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541
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11,504
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$832K 0.02%
8,268
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546
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40,775
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547
$829K 0.02%
3,358
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548
$828K 0.02%
28,951
-2,000
549
$827K 0.02%
20,550
-1,827
550
$821K 0.02%
11,741
+333
20 21
22
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