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
701
$504K 0.01%
1,215
+66
702
$504K 0.01%
29,375
-11,374
703
$503K 0.01%
3,095
+521
704
$499K 0.01%
9,504
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705
$497K 0.01%
22,491
-6,068
706
$497K 0.01%
3,130
+608
707
$496K 0.01%
8,309
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708
$496K 0.01%
5,363
-700
709
$496K 0.01%
2,181
-996
710
$495K 0.01%
12,190
-214
711
$493K 0.01%
1,923
+195
712
$493K 0.01%
5,824
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713
$490K 0.01%
10,911
714
$490K 0.01%
+10,469
715
$487K 0.01%
4,092
-1,100
716
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20,120
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717
$485K 0.01%
1,650
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718
$484K 0.01%
8,824
-38,197
719
$484K 0.01%
2,794
-122
720
$484K 0.01%
8,750
-2,165
721
$484K 0.01%
8,815
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722
$483K 0.01%
+4,088
723
$482K 0.01%
19,135
-13,971
724
$481K 0.01%
1,018
+137
725
$481K 0.01%
13,950
-25,625
27 28
29
30 31