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
576
$749K 0.02%
50,744
+24,590
577
$748K 0.02%
14,463
+477
578
$748K 0.02%
24,477
-6,935
579
$747K 0.02%
45,060
-57,887
580
$745K 0.02%
2,917
-15
581
$740K 0.02%
105,102
+789
582
$731K 0.02%
15,583
+5,464
583
$731K 0.02%
81,195
+783
584
$727K 0.02%
35,032
-41
585
$724K 0.02%
4,236
+1,276
586
$723K 0.02%
15,412
+661
587
$721K 0.02%
39,700
+2,151
588
$720K 0.02%
5,979
-451
589
$720K 0.02%
36,127
-8,028
590
$717K 0.02%
5,332
+1
591
$710K 0.02%
55,362
+27,586
592
$708K 0.02%
10,906
+4,576
593
$705K 0.02%
15,047
+1,631
594
$703K 0.02%
6,952
+457
595
$697K 0.02%
6,218
-7,526
596
$688K 0.02%
10,856
+21
597
$687K 0.02%
3,287
+191
598
$686K 0.02%
6,669
-1,788
599
$685K 0.02%
16,529
+424
600
$684K 0.02%
59,471
+4,051
22 23
24
25 26