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
676
$538K 0.02%
14,261
-4,887
677
$534K 0.02%
3,804
+196
678
$528K 0.02%
1,631
+114
679
$526K 0.02%
11,967
+2,441
680
$525K 0.02%
+14,005
681
$525K 0.02%
+26,651
682
$525K 0.02%
4,438
-296
683
$522K 0.02%
5,830
-103
684
$520K 0.02%
2,856
+192
685
$519K 0.02%
22,952
-3,615
686
$519K 0.02%
14,815
+233
687
$518K 0.02%
11,270
+2,237
688
$517K 0.02%
7,840
-10
689
$516K 0.02%
2,825
+1,280
690
$515K 0.02%
43,971
+1,509
691
$513K 0.02%
2,004
+175
692
$513K 0.02%
5,161
-1,552
693
$512K 0.02%
11,516
+1,540
694
$511K 0.01%
3,393
-337
695
$511K 0.01%
14,124
-150
696
$510K 0.01%
2,809
+150
697
$507K 0.01%
15,911
-4,436
698
$507K 0.01%
3,893
+75
699
$506K 0.01%
13,287
-811
700
$505K 0.01%
19,954
-1,197
26 27
28
29 30