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
751
$445K 0.01%
5,565
-15
752
$444K 0.01%
6,274
+1,496
753
$443K 0.01%
3,203
-366
754
$442K 0.01%
12,114
755
$441K 0.01%
17,827
-371
756
$440K 0.01%
16,188
-61
757
$439K 0.01%
2,988
+830
758
$438K 0.01%
+33,967
759
$438K 0.01%
17,457
760
$436K 0.01%
1,896
-1,146
761
$432K 0.01%
4,540
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762
$430K 0.01%
2,104
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763
$427K 0.01%
12,249
+4,399
764
$424K 0.01%
5,332
+255
765
$423K 0.01%
17,384
-3,656
766
$423K 0.01%
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767
$422K 0.01%
17,918
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768
$420K 0.01%
9,299
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769
$417K 0.01%
10,564
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770
$417K 0.01%
2,052
-2,235
771
$414K 0.01%
16,470
-2,894
772
$412K 0.01%
11,678
-836
773
$411K 0.01%
12,431
+957
774
$411K 0.01%
7,688
-235
775
$409K 0.01%
2,013
-202
29 30
31
32 33