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
51
$11.7M 0.34%
20,835
+1,346
52
$11.6M 0.34%
66,611
-746
53
$11.3M 0.33%
497,533
+53,571
54
$11.1M 0.33%
68,023
-20,109
55
$11.1M 0.32%
147,230
+1,120
56
$10.9M 0.32%
63,762
-568,748
57
$10.7M 0.31%
214,735
+7,444
58
$10.7M 0.31%
115,388
-6,514
59
$10.4M 0.3%
133,647
+4,105
60
$10.1M 0.3%
254,901
+36,768
61
$10.1M 0.29%
54,794
-820
62
$10M 0.29%
197,616
+48,664
63
$10M 0.29%
50,766
-4,665
64
$9.46M 0.28%
26,992
-3,559
65
$9.25M 0.27%
116,499
+4,337
66
$9.19M 0.27%
86,823
-1,745
67
$9.17M 0.27%
54,085
-1,080
68
$8.75M 0.26%
64,750
-396
69
$8.63M 0.25%
117,686
+8,760
70
$8.54M 0.25%
87,006
+9,724
71
$8.48M 0.25%
47,157
+902
72
$8.29M 0.24%
70,390
-5,347
73
$8.26M 0.24%
37,826
-3,118
74
$8.22M 0.24%
17,026
-211
75
$8.06M 0.24%
97,716
+22,048
1 2
3
4 5