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
601
$683K 0.02%
32,018
-2,422
602
$683K 0.02%
13,389
-707
603
$678K 0.02%
29,028
+9,165
604
$677K 0.02%
37,629
+1,113
605
$675K 0.02%
4,053
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606
$674K 0.02%
24,748
-1,200
607
$671K 0.02%
+20,864
608
$668K 0.02%
6,075
+2,563
609
$667K 0.02%
18,607
-12,754
610
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33,309
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611
$665K 0.02%
7,971
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612
$664K 0.02%
26,273
+4,192
613
$662K 0.02%
21,905
+180
614
$658K 0.02%
23,886
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615
$656K 0.02%
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616
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617
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619
$647K 0.02%
7,954
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620
$647K 0.02%
9,864
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621
$646K 0.02%
65,530
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622
$642K 0.02%
5,758
+782
623
$642K 0.02%
10,462
+20
624
$641K 0.02%
2,881
+356
625
$640K 0.02%
+20,514
23 24
25
26 27