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
726
$475K 0.01%
6,064
+504
727
$475K 0.01%
16,260
+13
728
$473K 0.01%
10,242
729
$471K 0.01%
19,617
-1,136
730
$470K 0.01%
991
-103
731
$470K 0.01%
22,030
-25
732
$469K 0.01%
848
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733
$466K 0.01%
20,300
734
$466K 0.01%
25,139
+2,886
735
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2,025
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736
$465K 0.01%
3,195
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737
$464K 0.01%
20,998
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738
$463K 0.01%
4,418
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739
$463K 0.01%
13,700
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740
$463K 0.01%
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7,593
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$459K 0.01%
1,597
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746
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$455K 0.01%
10,068
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748
$454K 0.01%
4,407
-154
749
$446K 0.01%
23,650
+3,305
750
$446K 0.01%
10,847
-1,160
28 29
30
31 32